EQUITY ADVISOR

7 days ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 1,00,00,000
Investment Specialist

We are seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for managing client relationships and providing expert investment advice.

The ideal candidate will have a strong understanding of the capital markets and be able to stay up-to-date with market trends and developments.

This is a challenging and rewarding role that requires a high level of professionalism, expertise, and attention to detail.

Key Responsibilities:
  • Manage client relationships and provide expert investment advice.
  • Stay up-to-date with market trends and developments.
  • Identify new business opportunities and develop strategies to pursue them.
  • Work closely with colleagues to achieve sales targets and grow the business.
  • Conduct regular research and analysis on the capital markets to inform investment decisions.
Requirements:
  • Minimum 1 year experience in the financial industry.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

  • Equity Advisor Intern

    1 week ago

    Surat, Gujarat, India Aastha Fintech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description of Equity Advisor Internship(Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat JOB DESCRIPTION:1.    Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients.2.    Executive the...

  • PCG Advisor

    1 week ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual...

  • PCG Advisor/ B2B Franchisee Partner Alliance

    1 week ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual...

  • Advisor, B2B Franchisee Partner Alliance

    1 week ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

  • Financial Futures Advisor

    6 days ago

    Surat, Gujarat, India beBeeCareer Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Expand your career with a unique opportunity in Transaction Advisory Services. Join our team as a Senior Transaction Advisor and play an integral role in shaping the financial futures of middle market companies and private equity firms.As a key member of our team, you will be responsible for participating in buy-side and sell-side transaction advisory...

  • Hiring Branch Manager

    1 week ago

    Surat, Gujarat, India Tradebulls Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Lead and manage a team of Equity Advisors to achieve Branch Target in Terms of Revenue Productivity etc.Note: We need candidates with broking industry experience to manage our dealer team. Required Candidate profileInterested can directly connect on or share cv on

  • Senior Wealth Management Professional

    6 days ago

    Surat, Gujarat, India beBeeEquityAdvisor Full time ₹ 80,00,000

    Job OverviewWe are seeking a skilled and client-focused Equity Advisor to join our team.The role involves trading, order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

  • Investment banking senior associate

    4 days ago

    Surat, Gujarat, India Kumbhat Advisors Full time

    ???? Ready to Lead Headline-Worthy Deals from India's Fastest-Growing Industrial Hub????? Be a part of the high-growth boutique Investment Banking platform at Kumbhat Advisors, as an Investment Banking Senior Associate, and work directly with CXOs, promoters, and top-tier investors across India's dynamic mid-market.????Location: SuratRole Highlights:Lead...

  • Human Resources Manager

    1 week ago

    Surat, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

    Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...

  • Client Portfolio Advisor

    1 week ago

    Surat, Gujarat, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 30,00,000

    Job DescriptionAs a Brokerage Relationship Manager, you will play a vital role in generating brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short and medium-term gains. Your primary responsibility will be to develop and maintain a long-term relationship with...