Equity Advisor

4 weeks ago

TrivandrumThiruvananthapuramChennai, India Tekpillar Services Full time

We are seeking a highly motivated and knowledgeable Equity Advisor to join India's leading financial services company. The role involves advising clients on equity investments, managing portfolios, generating revenues, and ensuring superior customer satisfaction through personalized advisory services.

Key Responsibilities:

- Advise clients on equity investments, derivatives, and other financial instruments based on research & market analysis.

- Build and maintain strong client relationships by providing timely investment ideas and portfolio updates.

- Execute buy/sell orders and ensure delivery of seamless trading experience.

- Identify cross-selling & up-selling opportunities across financial products.

- Monitor client portfolios, risk exposure, and suggest corrective actions.

- Ensure compliance with SEBI, NSE, BSE, and internal company guidelines.

- Stay updated with latest market trends, corporate actions, and research insights to guide clients effectively.

Candidate Profile (Criteria):

- Graduate/Postgraduate (Commerce, Finance, or related).

- NISM Certification (Equity Derivatives mandatory).

- Strong knowledge of equity markets, trading, and investment products.

- Good communication, analytical, and advisory skills.

- Target-driven with ability to deliver under pressure.

What We Offer:

- Opportunity to work with India's most reputed financial services brand.

- Attractive CTC + incentives linked to performance.

- Career growth opportunities with structured learning programs.

- Exposure to advanced technology platforms and research-driven advisory.

Interested candidates can share their resume at +91 84888 33693

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