Equity Advisor
6 days ago
Job Description Company Description At YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and cutting-edge services to meet the diverse investment needs of our clients. Role Description This is a full-time on-site role for an Equity Advisor located in Lucknow. The Equity Advisor will be responsible for developing and managing client investment portfolios, offering expert financial advice, and building relationships with clients to understand their investment goals. Daily responsibilities will include providing personalized advice, analyzing market trends, executing equity trades, delivering exceptional customer service, and meeting sales objectives while ensuring compliance with regulatory requirements. Qualifications - Strong skills in Customer Service with the ability to build and maintain client relationships - Knowledge and expertise in Investments, Finance, and Portfolio Management - Proven experience in Sales within the financial or investment domain - Excellent communication, interpersonal, and analytical skills - Ability to stay updated on market trends and investment strategies - Strong adherence to compliance and regulatory standards - Bachelor's degree in Finance, Economics, or a related field
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Equity Advisor
1 week ago
Lucknow, Uttar Pradesh, India dc82aff5-2e61-406f-93c0-e56f31c71ca4 Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and cutting-edge services to...
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Equity Advisor/dealer
2 weeks ago
Lucknow, India Skills Outsourcing Services Full time**Urgently Hiring for Leading Finance Company** **Location - Lucknow** **Salary - Upto 4LPA** **Experience - Minimum 2 Year in Same Industry** **Designation / Position** Relationship Advisor, Equity Dealer To achieve healthy revenues without compromising on client's profitability. Executing order offline and guide customer to execute trade via...
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Equity Advisor
2 weeks ago
Lucknow, India Cubical Oprations Full time1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...
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Equity Advisor
2 weeks ago
Lucknow, India Acme Services Full timeJob Roles - 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...
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PCG - Advisor
2 weeks ago
India TekPillar® Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...
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PCG Advisor
2 weeks ago
India Motilal Oswal Financial Services Ltd Full timeJob 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, Insurance. •...
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Private Equity Associate
2 weeks ago
India ASK Capital USA Full timeJob Description Position: Real Estate Private Equity Associate Location: Remote (Preference for candidates based in India, Nigeria and Philippines) Employment Type: Full-time (Remote) Compensation: USD 2,000 per month About the Role We are seeking a highly motivated and detail-oriented Private Equity Associate with around 3 years of experience in private...
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Equity Advisor
5 days ago
Lucknow, India Value Plus Investment Services Full timeNeed Graduates with some knowledge of Finance and Stock Market **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: From ₹5,000.00 per month Schedule: - Day shift Supplemental Pay: - Performance bonus COVID-19 considerations: no **Education**: - Bachelor's (required) License/Certification: - NISM CERTIFICATION (required) Shift...
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Financial Advisor
15 hours ago
Hyderabad, India upGrad Full timeJob Description Role : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiastic freshers with a background in CA Inter or CMA (not completed CA) to join as Financial Analysts. This role is ideal for candidates who want to...
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PCG Advisor/Sales
2 weeks ago
Mumbai, Maharashtra, , India Jobneed Consultancy Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob 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, Insurance. •...