
Financial Professional
22 hours ago
Job Title: Equity Advisor
We are seeking a skilled and client-focused professional to join our Wealth Advisory team as an Equity Advisor.
- The role involves executing equity, derivatives, options, and cash market orders on behalf of clients.
- You will deliver end-to-end investment advisory services with a focus on Asset Under Management (AUM) growth and portfolio penetration.
- Cross-selling a range of third-party financial products such as insurance, mutual funds, Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), bonds, Fixed Deposits (FDs), Alternative Investment Funds (AIFs), Trustee Service, unlisted shares, Investment Advice Platform & other offerings is also part of the job.
- Manage and strengthen relationships with High Net Worth Individuals (HNI) through consistent advisory support.
- Conduct client risk profiling and provide guidance based on fundamental and technical analysis.
Role Requirements:
- Educational Qualification: Graduate with minimum 55% marks.
- Experience: 2+ years in HNI broking, trading, or wealth advisory.
- Domain Knowledge:
- Equity and derivative markets (cash, options, trading).
- Broking and operations.
- Investment advisory and client portfolio management.
- Technical Skills: Proficiency in Trading Applications and MS Office.
- Certifications: NISM Series VIII – Equity Derivatives (Mandatory).
Key Responsibilities:
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