Equity Advisor

1 week ago


Surat Gujarat, India Triedge Solutions Full time

Execute the orders on behalf of clients
Promoting Organization’s research calls and advisory reports with the clients.
Ensuring to keep maximum active clients
Regular Client meetings
Serving the clients via wide range of financial products and services we have with us.
Revenue Generation and client activation
Required qualifications, capabilities, and skills

Bachelor’s degree is required.
Freshers can also apply
Should have the Basic knowledge of Equity Market.
Should have the required certifications and academics
Skilled in analyzing client risk profiles and optimizing investment strategies accordingly.
Excellent verbal and written communication skills for effective client interactions
Highly motivated with a proactive approach to client acquisition and In-house-sales.

**Job Types**: Full-time, Fresher

Pay: ₹18,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Work Location: In person


  • Equity Advisor

    3 days ago


    Surat, India AASTHA FINCORP ADVISOR PVT LTD Full time

    EQUITY BROKING AND INSURANCE. FRESHERS AND EXPERIENCED CAN APPLY FOR THE SAME. NEED THE BASIC KNOWLEDGE OF EQUITY AND INSURANCE. Responsibilities and Duties LEAD GENERATION BUSINESS DEVELOPMENTS COLD CALLING MEETING GENERATIONS PRESENTATIONS REPORTS CLIENT ACQUISITON, RETENTION, AND ACTIVATION Required Experience, Skills and Qualifications WE NEED A...

  • Equity Advisor

    3 days ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    Advisor JD Roles and responsibilities: 1. 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 short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

  • Equity Dealer

    2 days ago


    Udhana, Surat, Gujarat, India Tradebulls Securities Pvt Ltd Full time

    **Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of...


  • 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...

  • Equity Dealer

    7 days ago


    Vesu, Surat, Gujarat, India AASTHA FINTECH PVT LTD Full time

    **Job Description of Equity Advisor Position** Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES - Execute the orders on behalf of clients - Promoting Organization’s research calls and advisory reports with the clients. - Ensuring to keep maximum active clients - Regular...

  • Equity Dealer

    1 week ago


    Vesu Village, Surat, Gujarat, India AASTHA FINTECH PVT LTD Full time

    **Job Description of Equity Advisor Position** JOB RESPONSIBILITIES - Execute the orders on behalf of clients - Promoting Organization’s research calls and advisory reports with the clients. - Ensuring to keep maximum active clients - Regular Client meetings - Serving the clients via wide range of financial products and services we have with us. - Revenue...

  • EQUITY ADVISOR

    7 days ago


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

    Investment SpecialistWe 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...

  • Rm Advisor

    6 days ago


    Surat, Gujarat, India Serving Skill Full time

    Advisor JD Roles and responsibilities: 1. 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 short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

  • Equity Dealer

    1 week ago


    Ahmedabad, Gujarat, India Affirm Services Consultancy Pvt. Ltd. Full time

    Dealer / Trade Advisors - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). Dealers - Person should be NISM certified, Graduate and must have experience trading on the...