Equity Advisor

3 weeks ago

Mumbai, India Acme Services Full time

**Job Description for Equity Advisor**:
As an Equity Advisor, you will be responsible for providing expert advice and guidance on equity investments to clients, which may include individual investors, institutional investors, and financial advisors. Your role will involve conducting thorough research and analysis of equity markets, monitoring trends, and providing recommendations based on your expertise. You will also be expected to stay up-to-date with industry developments and regulations related to equity investments.

**Responsibilities**:

- Provide expert advice and guidance to clients on equity investments based on their financial goals, risk tolerance, and market conditions.
- Conduct in-depth research and analysis of equity markets, including company financials, industry trends, and macroeconomic factors.
- Monitor market trends, news, and events that may impact equity investments and provide timely recommendations.
- Develop and maintain strong relationships with clients, ensuring regular communication and addressing their queries and concerns.
- Stay updated with the latest developments, regulations, and best practices in equity investments and ensure compliance with applicable guidelines.
- Collaborate with the research team to gather and analyze relevant data and insights for investment decision-making.
- Prepare comprehensive reports, presentations, and investment recommendations for clients and internal stakeholders.
- Participate in client meetings, conferences, and seminars to share knowledge and promote the services offered by NISM.
- Provide training and guidance to junior team members and assist in their professional development.
- Continuously update and enhance your knowledge of financial markets, equity valuation techniques, and investment strategies.

**Requirements**:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A postgraduate degree or professional certification in finance or investments will be advantageous.
- In-depth knowledge of equity markets, financial analysis techniques, and investment strategies.
- Strong analytical and research skills, with the ability to gather and interpret complex financial data.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and articulate investment recommendations effectively.
- Familiarity with financial software, databases, and research tools for data analysis and investment decision-making.
- Ability to work independently and manage multiple client portfolios simultaneously, while adhering to strict deadlines.
- Up-to-date knowledge of regulatory frameworks and compliance requirements related to equity investments.
- Professional certifications such as CFA (Chartered Financial Analyst), NISM Series-VIII (Equity Derivatives Certification Examination), or equivalent will be highly regarded.
- A passion for the financial markets, investment research, and a commitment to continuous learning.

**Job Type**: Fresher

Schedule:

- Day shift

Ability to commute/relocate:

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

**Experience**:

- total work (preferred)

**Speak with the employer**
+91 9321433230

  • Equity Advisor

    1 month 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

    4 weeks 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 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 -...

  • Equity Advisor

    1 month 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

    4 weeks ago

    Mumbai, India Clini Launch Research Institute Full time

    **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...

  • Equity Advisor

    1 month ago

    Navi Mumbai, India ONESOURCE ATREUS Full time

    **Designation - Equity Advisor (On Banking Payroll)** **Salary**: - 2.52Lpa to 4Lpa **Location** : Mumbai **Qualification**: Graduation with good knowledge about stock market (NISM 8 Mandatory) **Roles and Responsibilities**: Relationship Management & Cross selling of products like Mutual Funds, SIP, Insurance e.t.c Handling the portfolio of the...

  • Equity Advisor Large Financial Services

    3 weeks ago

    mumbai, India Riverforest Connections Private Limited Full time

    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...

  • Equity Advisor

    2 days ago

    Navi Mumbai, India ICICIdirect Full time

    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...

  • Equity Advisor

    1 month ago

    navi mumbai, India ICICIdirect Full time

    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...

  • Equity Advisor

    1 month ago

    Mumbai, India Acme Services pvt ltd Full time

    Designation - Equity Advisory Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - 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 market...

  • Equity Advisor

    1 month ago

    Mumbai, India acme Services Full time

    nism (Equity and Derivatives ) Mandatory - 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...

  • Equity Advisor

    4 weeks ago

    Mumbai, 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

    1 month ago

    Navi Mumbai, India ICICIdirect Full time

    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...

  • Equity Advisor

    1 month ago

    Navi Mumbai, India ICICIdirect Full time

    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...

  • Equity Advisor

    1 month ago

    Navi Mumbai, India ICICIdirect Full time

    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...

  • Equity Advisor

    4 weeks ago

    Mumbai, India Acme Services Full time

    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...

  • Equity Advisor

    4 weeks ago

    mumbai, India Saaki Argus & Averil Consulting Full time

    About our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...

  • Equity Advisor

    1 month ago

    Mumbai, India Hash N Tag Media Full time

    Key Job Responsibilities: - Cultivate relationships with institutional portfolio managers and deliver superior investment ideas. - Manage company and analyst marketing, meetings, conference calls, and industry events with clients in a demanding, entrepreneurial and dynamic team environment. - Day to day management of relationships with asset managers...

  • Hiring for Nri Equity Advisor

    4 weeks ago

    Mumbai, India Acme Services Full time

    Designation : HNI AdvisorJob Description: - Advising HNI / Ultra HNI client of equity, Derivatives and option Strategies. - Prospect servicing and acquisition of new clients and retaining the old client by periodic meetings - Understanding investment objectives and suggestion suitable portfolio strategies that may include product like Private equity, PMS,...

  • Equity Analyst

    5 days ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Title: Equity Research Analyst (Buy side/Sell side) - Various Sectors and DesignationsSectors - Midcap,Capital Goods, Metal, FMCG, BFSI, Oil & Gas, IT etcLocation: MumbaiWe are currently representing multiple clients seeking talented Equity Research Analysts across various sectors and designations. Our clients operate on both the Sell Side and Buy Side,...

  • Equity Advisor

    4 days ago

    mumbai city, India Paradise Placement Consultancy Full time

    Job Description: ? 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 clientprofitability? Should focus on overall portfolio growth, client activity ratioand...