Equity Advisor
1 day ago
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 ref updazz com
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Equity Advisor
3 weeks ago
Chennai, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...
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Equity Advisor
4 weeks ago
Trivandrum/Thiruvananthapuram/Chennai, India Tekpillar Services Full timeWe 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...
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Retail - Equity Advisor
2 weeks ago
Chennai, India Saaki Argus & Averil Consulting Full timeDesignation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing...
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Equity Advisor
2 weeks ago
Chennai, India Saaki Argus & Averil Consulting Full timeAbout 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...
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Equity Advisor
2 weeks ago
Porur, Chennai, Tamil Nadu, India Aionion Investment Services Private Limited Full time**Job description**: - Expertise in handling clients and investments such as Bond and stock investment. - Good at sales by convincing clients to make them opt for either Bond or equity products. - Strengthening existing client relationships by enhancing engagement. - Offering broking services, including Demat and trading accounts. - Identifying the...
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PCG - Advisor
2 weeks ago
tamil nadu, 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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Financial Advisor
2 weeks ago
thiruvananthapuram, India Advenxa Full timeFinancial Advisor (Trader) Location : Trivadrum, Kerala Qualifications: Degree Mandatory Salary: 2.25LPA to 5LPA Shift : Day Shift Working Days : 6 days a week Responsibilities: 1.Terminal handling 2.Responsible to generate brokerage primarily through advising clients on their equity portfolio. 3.Responsible for generating revenue from Third...
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Equity Dealer/advisor for Leading Firm
6 days ago
Chennai, Tamil Nadu, India SkillMentor Connect Full timeAcquiring Large Trader Clients with high margin - Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities - Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds - Day to day coordination with...
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PCG - Advisor
2 weeks ago
Chennai, 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
Chennai, 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...
