Equity Advisor

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...

Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing...

About our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...

We are seeking a highly motivated and knowledgeable Equity Advisor to join India's leading financial services company. The role involves advising clients on equity investments, managing portfolios, generating revenues, and ensuring superior customer satisfaction through personalized advisory services. Key Responsibilities: - Advise clients on equity...

We are seeking a highly motivated and knowledgeable Equity Advisor to join India s leading financial services company The role involves advising clients on equity investments managing portfolios generating revenues and ensuring superior customer satisfaction through personalized advisory services Key Responsibilities - Advise clients on equity investments...

Acquiring Large Trader Clients with high margin - Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities - Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds - Day to day coordination with...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: - Deliver timely and...