Equity Advisor

7 months ago


Pune, India DQ Full time

**Job Description : Financial Services**

**Function**: Sales and Business → Sales / Business Development
- Equity Derivatives
- Equity Trading
- Equity Research
- Investment Advisory
- Finance

**Responsibilities**:

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with a book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross-selling of other products like Mutual funds, PMS, and Insurance.
- Handling Queries & complaints of client's & solving them within TAT.
- Acquiring new clients & retaining old clients through periodic meetings.
- Profiling clients by conducting in-depth reviews of clients' financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and con calls.

**Requirements**:

- Experience: 1+ years

**Why Explore a Career with us**

We believe that knowledge is the fountainhead of growth. The reason why we encourage and appreciate a culture of continuous learning with a focus on conceptual understanding. Skill enhancement, multi functional, and an entrepreneurial mindset. We believe it is this learning that helps our people grow in terms of intellect, responsibility and materially. After all, an investment in knowledge pays the best dividends

**Salary**: ₹500,000.00 - ₹550,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Equity research: 1 year (preferred)
- Private equity: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9113979967


  • Equity Advisor

    7 months ago


    Pune, India A2Tech Consultants Full time

    **Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

  • Equity Advisor

    7 months ago


    Pune, India A2Tech Consultants Full time

    **Motilal Oswal Finance Service ltd** Position **:Equity Advisor** Location **:Shivaji Nagar, Pune** **Requirment**: - 1 Year experience in Equity advisor/ dealer-worked on terminal - live market - Should be NISM VIII passed - Graduation is mandatory **ROLES AND RESPONSIBILITIES**: - Advising Super HNI clients on Equity, Derivatives, currency &...

  • Equity Advisor

    2 days ago


    Pune, India Morpheus Human Consulting Full time

    Reference Code: - 456-17 - Job Title: **Equity Advisor - Financial/ Broking Services - Pune** - Category: - Broking - Job Description: - Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to...

  • Equity Advisor

    2 days ago


    Pune, India Birla Workforce and Technologies Full time

    Job Role: Equity Dealer Location: Pune Experience: Minimum 6 months of relevant work experience into trading (on terminal/ Live market) Qualification: Graduation /NISM Certificate is mandatory CTC: Up to 5.5 LPA **Salary**: ₹250,000.00 - ₹550,000.00 per year Schedule: - Day shift - Morning shift Ability to commute/relocate: - Pune, Maharashtra:...

  • Equity Advisor

    7 months ago


    Hinjawadi, Pune, Maharashtra, India Sumi Services Full time

    Current Designation : Equity Dealer Experience : 6 Month to 2 Years CTC : Upto 5.50 LPA Location : Pune Required Skill equity advisor/dealer - worked on terminal - live market Qualification : Graduation + NISM **Salary**: ₹350,000.00 - ₹450,000.00 per year Schedule: - Morning shift

  • Equity Advisor

    7 months ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates. 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    7 months ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    7 months ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

  • Equity Advisor

    3 months ago


    Pune, Maharashtra, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    7 months ago


    Pune, Maharashtra, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    7 months ago


    Pune, Maharashtra, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    7 months ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed broking house in pune, multiple requirements. Job Profile - Interacting with existing investors and generating broking revenue plus also generating revenue from mutual fund, insurance sales. New account opening on monthly basis by taking references from existing clients and events etc. Location - Pune Required skillset...

  • Equity Advisor

    2 months ago


    Pune, India Zeal Hind Groups Full time

    Equity Advisor .Loc : Pune shivaji nagarSalary : 2LPA 6 LPAExp : 2 + yearsNISM Certificate is preferredjd. Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on...


  • pune, India Finsun Advisor Pvt Ltd Full time

    Company Description Finsun Advisor Pvt Ltd based in Pune is a financial and business advisory firm offering services such as Credit Rating Advisory, Debt & Equity syndication, and Risk Management to large and medium business entities across India. With a PAN India presence, we work with leading business houses, providing hand-holding support and tailored...


  • pune, India Finsun Advisor Pvt Ltd Full time

    Company Description Finsun Advisor Pvt Ltd based in Pune is a financial and business advisory firm offering services such as Credit Rating Advisory, Debt & Equity syndication, and Risk Management to large and medium business entities across India. With a PAN India presence, we work with leading business houses, providing hand-holding support and tailored...


  • pune, India Finsun Advisor Pvt Ltd Full time

    Company Description Finsun Advisor Pvt Ltd based in Pune is a financial and business advisory firm offering services such as Credit Rating Advisory, Debt & Equity syndication, and Risk Management to large and medium business entities across India. With a PAN India presence, we work with leading business houses, providing hand-holding support and tailored...

  • Equity Advisor

    7 months ago


    Pune, India Acme Services Full time

    Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...

  • Equity Advisor/dealer

    6 months ago


    Pune, Maharashtra, India SkillMentor Connect Full time

    Hiring Experienced Sr. Dealer/Trade Advisor/ Sr. Trade Advisor for stock broking services with one of the leading Firms Pay: Up to ₹600,000.00 per year Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person

  • Equity Advisor

    7 months ago


    Pune Cantonment, Pune, Maharashtra, India Acme Services Full time

    Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf of clients. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. - Will need to be constantly updated with the...

  • Equity Dealer

    1 day ago


    Pune, India Anand Rathi Full time

    **Job Description for Equity Advisor** **Designation: - Senior Executive/ Assistant Manager / Deputy Manager /** **Senior Manager** **Job description ** Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client...