Individual Contributor- Equity/ Investment 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...

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...

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,...

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...

Job Description: Research Associate at Sirius Advisors PMS, Mumbai Position 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...

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...

**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 - 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 -...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc. We are seeking applicants for the role Client Relationship Partners to be based at...

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...

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...

Finance Mumbai _Mumbai Western Suburbs_ April 25, 2024 - April 26, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Qualified / Semi Quelified CA, CFA Level 1 cleared, CFP, NISM Certified Investment Advisor, MBA (Finance) is a plus. - **Course Type **Full Time - **Min Required Experience (Years) **5 -...

**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,...

**Total years of Experience: 1-4 years** Communicating intra-day trading calls and investing ideas to customers. Monitoring day to day operations at Branch. Maintaining regular relations with clients. Individually operate NSE / BSE terminals. Thorough knowledge of all NSE / BSE rules & regulations and Compliance. Ability to advise the clients from time to...

**(LOCATION: MUMBAI) - **Capital Stock Market NSE, BSE**: - Relationship Manager Equity Sales** **Division - Company Name: AJ Investment Services** - Deep Understanding of Clients Business Objectives and Challenges. - Creating Strategic Recommendations - Building Strong Relationship with our onboard and new clients. - Analyzing Clients Data. - You will act...

**Job ID**: Investment Banking **Role**: Investment Banking (ECM Sourcing & Execution) **Department**: Investment Banking & Corporate Advisory **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Investment Banking & Corporate Advisory **No of Position Vacant**: 1 - This...