Equity Advisor

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...

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...

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...

Designation - Equity Advisor 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 -...

1.Minimum 3 years+experience into equity advisor or dealing. 2.salary upto 7 lpa 3.can join in 15 days **Salary**: ₹30,000.00 - ₹60,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS,...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS,...

**NISM 8 Certificate Mandatory** **Key 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...

**Designation - Digital Relationship Manager(Equity Advisor)** **Location: Mumbai** **Salary**: - 2.52L pa to 3.50L pa **Roles and Responsibilities**: Relationship Management & Cross selling of products like Mutual Funds, SIP, Insurance e.t.c Handling the portfolios of the clients. - 6 months or Internship Experience Preferred in Stock Market -...

KeyResponsibilities Responsible forincrease Turnover Cash & FO increase in Market share inrespective region/Zone Interacting with clientsof Region on Research calls & equity products(Participation)with high conviction Travelling to Branchlocation & meeting Clients for presentation on Market and ourrecommendations Tracking efforts of Dealers ofthe...

Greetings From "APEX SERVICES" **Designation** - Equity & Derivatives Dealer/PCG Dealer **Min Experience** -1 YRS & above **CTC - 7 LPA..** **Other perks -** Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Graduate / Post Graduate (Finance) with NISM VIII...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

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...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

Designation - Equity Dealer - 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...

**About us** Founded in the year 1994, Arete Securities Ltd. formerly known by its flagship name SPA Securities Ltd. is one of the fastest growing financial services company. Started as a small advisory firm, today, Arete Securities Ltd. has evolved into an all-encompassing finance house, providing wide range of services such as investment banking,...

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...

Job Description: Research Associate at Sirius Advisors PMS, MumbaiPosition Overview :Sirius Advisors PMS, a SEBI-registered Portfolio Management Service based in Nariman Point, Mumbai, is seeking a dedicated and passionate Research Associate to join our team. The ideal candidate will have a strong interest in studying businesses and investing in equity...