See more Collapse

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 knowledge about equity /derivatives to make effective presentation on stocks and other ideas
•Should be able to influence key clients to get additional business
•Focusing client activation, regular interaction and meetings with client for enhancing overall business.
•End to end client relationship management- advising as per risk profile of the client
•Monitoring clients portfolio and updating clients about market events, developing strong rapport to bring incremental business .
•Adhering to internal compliance /rules.
Key Attributes
•Strong communication skills to effectively communicate the complex financial concepts in a clear and concise manner.
•In-depth market knowledge and an understanding of equity markets, investments products and financial instruments.
•Client centric approach to tailor the solutions as per their needs.
•Proactive in a nature while having attention to detail to manage large portfolios and complex financial transactions.

We have other current jobs related to this field that you can find below

  • Equity Advisor

    2 weeks 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

    5 days ago

    Mumbai, Maharashtra, 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

    2 months 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...

  • Equity Advisor

    2 months ago

    Mumbai, India Sumi Services Full time

    Designation : Equity Advisor / Equity Dealer Experience: 1 to 3 Off time : 8:30 to 5:30 Role n responsibilities 1 order puching 2 3:30 Crossing sales Compulsory Nims:8 LOCATION :PRABHADEVI **Salary**: ₹20,000.00 - ₹28,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate...

  • Equity Advisor

    1 week 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

    3 weeks ago

    Mumbai, Maharashtra, India The hire wings Full time

    Position: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...

  • Equity Advisor

    2 weeks ago

    Mumbai, India Waays & Solutions Full time

    **Urgent** **Hiring**: Designation name - Equity advisor. Location - Malad, Mumbai Requirements - Must have an experience of 3 + years into capital / derivative markets. Must have a depth understanding of derivatives especially options shares strategies, micro and macro market Must be a expertise in stock market Must be passionate and aggressive about...

  • Equity Advisor

    2 weeks ago

    Santacruz East, Mumbai, Maharashtra, India Almondz Global Securities Limited Full time

    Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

  • Equity Advisor

    2 months ago

    Mumbai, India Acme Services Pvt.Ltd Full time

    Designation: - Equity Advisor Requirement: - NISM 8 Certification is must !!! - Good communication - handling Outbound calls - Approaching customers for the reactivation of demat **Salary**: ₹12,000.00 - ₹15,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or willing to relocate with an...

  • Equity Advisor

    2 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 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

    2 months ago

    Mumbai, India acme Services Full time

    Mandate open in leading Broking Company. !! Designation - Equity Advisor NISM 8 Mandatory Location - Vashi Graduate + 6 months Exp Salary - 4.5 LPA+ incentives Roles And Responsibilities: - Responsible for generating brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and...

  • Equity Advisor

    3 weeks ago

    Mumbai, India Kaapro Management Solutions Full time

    Opening: 10 Nos.- Job ID: 57564- Employment Type: Full Time- Reference: - Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: - Mumbai - Mumbai-suburbs - Navi-mumbai Posted On: 06th Apr, 2023 **? Ability of volume trading for clients ? Ability of cross selling of other...

  • Equity Advisor

    2 months ago

    Mumbai, India Zeal Hind Groups Full time

    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,...

  • Equity Advisor

    1 day ago

    Mumbai, India Zeal Hind Groups Full time

    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,...

  • Equity Advisor

    2 weeks ago

    Malad, Mumbai, Maharashtra, India Waays & Solutions Full time

    Hiring Equity advisor **( Only Male)** Relevant Experience**:Freshers to **experienced CTC- 2.5 LPA + Incentives Location: Palm Court Complex, New Link Rd, Malad West, Mumbai, Maharashtra 400064 Notice Period: immediate to 15 days **Salary**: Up to ₹250,000.00 per year **Benefits**: - Cell phone reimbursement - Flexible schedule Schedule: - Night...

  • Equity Advisor

    2 months ago

    Mumbai, India Zeal Hind Groups Full time

    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,...

  • Equity Advisor

    2 weeks ago

    Mumbai, India Atreus Consultant Full time

    **Designation**: **Relationship Manager ( Equity Advisor)** Experience required: 0 -5years experience in broking firm Qualification: Graduation/ Post Graduation with NISM 8 Location: Thane Salary**:Upto 30K in hand Plus incentives** Job Description: 1. Building relationships with clients & educating them about Investments 2. Handling portfolio of the...

  • Equity Advisor

    3 weeks ago

    Mumbai, Maharashtra, India The hire wings Full time

    **Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

  • Equity Advisor

    5 days ago

    Mumbai, Maharashtra, India Connexial Digital Technology Full time

    Job Description:Equity Advisor RoleRole and Responsibilities:retail clients, by providing them exceptional, specialized & individualized advice towards managing theirEquities investment & trading portfolio, thereby achieving targeted revenue & client service norms.Besides managing the Equities Investment & Trading portfolio of the existing & new...

  • Equity Advisor

    5 days ago

    Mumbai, Maharashtra, India Kaapro Management Solutions Full time

    Opening: 10 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: Mumbai Mumbai-suburbs NavimumbaiPosted On: 06th Apr, 2023**? Ability of volume trading for clientsAbility of cross selling of other products like Mutual...