Equity Advisor

Job Title:Equity Advisor - BrokingLocation:Pune, Head OfficeJob Type:Full-TimeThe Role:We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the stock market based on...

**Role - Equity Dealer/Advisor** **CTC- up to - 2,00,000-4,00,000** **Branch Dealing** **Key responsibilities and accountability** Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term. New client acquisition - to...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Required Equity Advisor For reputed broking house in pune, multiple requirements. Job Profile - Interacting with existing investors and generating broking revenue plus also generating revenue from mutual fund, insurance sales. New account opening on monthly basis by taking references from existing clients and events etc. Location - Pune Required skillset...

Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...

Required Equity Sales Advisor For reputed investment firm puneJob Description1)Acquisition of new clients from own source and reference2) Acquisition of new partners.3) Meeting partners on regular basis and taking new clients leads from them4) New client acquisition from reference provided by branch.5) Doing daily client meeting5) Cross selling of products...

Job Title: Equity Advisor - Financial/ Broking Services - Pune Job Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team. Today they are a...

Assistant Equity Adviser For Sebi Registered Invesment Advisory Company Assistance in Equity Short Term & Long Term Advise, Financial Planning Service Post Gratuate, 2 Year Stock Market / Capital market / Mutual Fund Work experice Certficate. Age Below 45 year **Salary**: ₹18,000.00 - ₹24,000.00 per month Schedule: - Day shift Supplemental...

Required Equity Dealer For reputed broking house in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: -...

About the company: FINTRIC FINANCIAL CONSULTANTS, a trusted partner of Motilal Oswal Financial Services, is on the lookout for passionate individuals to join our team as Equity Advisors in Pune. If you have a zeal for the stock market and enjoy engaging with clients, this role is for you Key Responsibilities:Assist in lead generation and identify...