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We are seeking an experienced Equity Advisor to join our team in a dynamic and fast-paced environment. The successful candidate will be responsible for executing trades on behalf of clients, aligning with their investment strategies and preferences.
The ideal candidate will have a strong understanding of financial products and market trends, as well as hands-on experience in broking. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients is mandatory.
A Postgraduate degree and minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm, is required. NISM Series VIII certification is also mandatory.
About the JobThis role involves executing trades on behalf of clients, promoting and cross-selling third-party investment products, acquiring new clients while maintaining and nurturing long-term relationships with existing clients. Conducting client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement is essential.
Key Responsibilities