Hiring for Experienced Equity Advisor

3 days ago

Mount Abu, Rajasthan, India beBeeAdvisor Full time ₹ 60,00,000 - ₹ 80,00,000

**Equity Advisor Position Available**

 

We are seeking a skilled and experienced Equity Advisor to join our Wealth Advisory team. As an Equity Advisor, you will be responsible for executing trades, handling high net worth (HNW) client relationships, and promoting wealth and investment products.

Main Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients in the financial markets.
  • Deliver comprehensive investment advisory services with a focus on asset under management (AUM) growth and portfolio penetration strategies.
  • Cross-sell third-party financial products such as insurance policies, mutual funds, portfolio management services (PMS), systematic investment plans (SIPs), bonds, fixed deposits (FDs), alternative investment funds (AIFs), tax saving solutions (TGS), unlisted shares, institutional access programs (IAP), and other offerings.
  • Develop and strengthen relationships with HNW clients through consistent advisory support, risk profiling, and guidance based on fundamental and technical analysis.

Requirements:

  • Education: Bachelor's degree with a minimum 55% marks or equivalent.
  • Experience: At least 2 years of experience in HNW broking, trading, or wealth advisory roles.
  • Domain Knowledge:
  • Equity and derivative markets, including cash, options, and trading.
  • Broking and operations.
  • Investment advisory and client portfolio management.
  • Technical Skills: Proficiency in trading applications and Microsoft Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

 

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