Equity Advisor

6 months ago

Andheri Mumbai Maharashtra, India JM Financial Full time

Hi,

**About JM Financial**:
JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include -Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Net worth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance;Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP);Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; andAsset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.

JM Financial - under its brand ‘BlinkX’ - is building arguably India’s largest fin-tech ecosystem with Tech and Data at the heart of it BlinkX has been started with the goal of making everyone’s financial growth journey easy and simple. We are obviously customer obsessed, entrepreneurial and above all an internet company at heart - with finance just being one of the things we do. We believe that true success of the team lies in constant experimentation and awesome execution with customer at the center.

Our new upcoming platform is a celebration of the smartness of the Indian consumer - how we as a country of billion plus people have always been relentless to not only survive but also thrive through all ups and downs - through innovations and hacks in every small thing we do. Our new platform will make it fun and easy to make the right moves with money - we will provide innovative but simple money planning products that allows the Indian consumer to move forward in every walk of life.

**About The Role**
- Ability of volume trading for clients
- Ability of cross selling of other products like Mutual Funds, Insurance, Third Party Products etc.
- Ensure error free Equity and Derivative trades
- Achieve healthy revenues without compromising on client profitability
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered
- Propose investment options based on customer needs by assessing their risk appetite
- Support the client’s decision making with the use of technology enabled tools
- Keeping up with market news, financial trends and current affairs
- Analyze customer portfolio and give appropriate advice
- Responsible to ensure all activities are in adherence as per compliance and risk
- Assist in increasing depth in existing relationships
- Understanding customer needs and timely suggesting the allied products by ensuring individual targets are met
- Knowledge of Stock Market
- Good communication skills
- NISM certification is mandatory
- Graduation - Any stream Qualification and Skills Required

**Compensation & Benefits**
- Fixed - INR 2.60 Lacs + Incentives
- In addition to the fixed compensation the employees are eligible for Gratuity, Hospitalization Policy, Personal Accident Insurance and Group Term Life.

Regards,

Farzeen Namazi

Human Resource

**Salary**: From ₹265,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**

+91 9769885287

  • Equity Advisor

    6 months ago

    Mumbai, Maharashtra, India The hire wings Full time

    Position: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...

  • Equity Advisor

    6 months ago

    Mumbai, India Onesource Atreus Full time

    Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

  • Equity Advisor

    3 weeks ago

    Mumbai, Maharashtra, India SoftPath Consulting Full time

    Hiring for **Equity Advisor Profile in a Reputed Share Market Company in Airoli Location.** Position - DCA- Onboarding Executive Experience - Fresher or **Min. 6 Months (Experience preferably with brokerage firms)** Location - Mumbai, **Airoli** **Roles & Responsibilities: -** - Responsible for generating brokerage and activation of trading accounts of...

  • Equity Advisor

    6 months ago

    Santacruz East, Mumbai, Maharashtra, India Almondz Global Securities Limited Full time

    Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

  • Equity Advisor

    6 months ago

    Mumbai, Maharashtra, India The hire wings Full time

    **Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

  • Equity Advisor

    6 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

    5 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

    2 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

    6 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...

  • Commodity and Equity Advisor

    1 month ago

    Mumbai, Maharashtra, India InstaTalent Recruit LLP Full time

    Job Title: Advisor - Commodity & EquityAt InstaTalent Recruit LLP, we are seeking a skilled Commodity and Equity Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert guidance to our clients on commodity and equity products.Key Responsibilities:Providing in-depth analysis and advice on commodity and...

  • Equity Advisor

    6 months ago

    Mumbai, India Acme Services Full time

    Designation - **Equity Advisor** **Job description** - 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...

  • Equity Advisor-nri Desk

    6 months ago

    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Equity Dealer/ Equity Advisor - Chennai Job descriptionExecute the orders on behalf of clients. Responsible for Revenue Generation. Confirmations of trade done by EOD. Activating the Inactive Clients. Ensure the volumes of trade are higher clients trade frequently. From Broking company with at least 2 to 4 years in Equity Dealing & Cross...

  • Equity Advisor Pcg

    3 months ago

    Prabhadevi, Mumbai, Maharashtra, India Chanak Resources Solution Private Limited Full time

    _**Job Specifications**_ **Role Designation**: Group Leader **Department**: PCG Equities **Function**: Advisory **Reporting to**: Regional Head - PCG **Location**: Prabhadevi, Mumbai - **Job Purpose**_ The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the...

  • Strategic Equity Advisor

    4 weeks ago

    Mumbai, Maharashtra, India Balbale Consulting Services Full time

    Role OverviewAt Balbale Consulting Services, we are seeking an experienced Equity Advisor to join our team. As an Equity Advisor, you will be responsible for acquiring and trading for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Key Responsibilities• Acquiring big ticket clients and advising them on their stock market...

  • Equity Advisor Team Lead

    1 month ago

    Mumbai, Maharashtra, India InstaTalent Recruit LLP Full time

    Job Title: Equity Advisor Team LeadJob Summary:We are seeking an experienced Equity Advisor Team Lead to join our team at InstaTalent Recruit LLP. The successful candidate will be responsible for managing a team of equity advisors, driving business growth, and ensuring the delivery of high-quality advisory services.Key Responsibilities:Develop and implement...

  • Equity Advisor

    2 months ago

    Andheri, Mumbai, Maharashtra, India JM Financial Full time

    Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - Building relationships with clients & educating them about Investments. - Assist/Guide customer in investment diversification into different investment options (MF,...

  • Equity Advisor

    2 months ago

    Mumbai, India Balbale Consulting Services Full time

    Dealer / Trade Advisors Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). You should be NISM certified, Graduate and must have experience trading on the terminal.Candidates with Non NISM...

  • Strategic Equity Advisor

    3 weeks ago

    Mumbai, Maharashtra, India Zeal Hind Groups Full time

    Job Summary:We are seeking a highly skilled Equity Advisor to join our team at Zeal Hind Groups. The successful candidate will be responsible for advising Ultra HNI clients on equity, derivatives, currency & commodity markets.Key Responsibilities:Building strong rapport with Business associates to bring business scalability and quality servicing.Advising...

  • Equity Advisor Team Lead

    4 weeks ago

    Mumbai, Maharashtra, India InstaTalent Recruit LLP Full time

    Job Title: Equity Advisor Team LeadJob Summary:We are seeking an experienced Equity Advisor Team Lead to join our team at InstaTalent Recruit LLP. The successful candidate will be responsible for managing a team of equity advisors, driving business growth, and ensuring excellent client relationships.Key Responsibilities:Develop and manage franchisee business...

  • Equity Advisor

    2 months ago

    Andheri East, Mumbai, Maharashtra, India JM Financial Full time

    Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - Building relationships with clients & educating them about Investments. - Assist/Guide customer in investment diversification into different investment options (MF,...