Equity Advisor

5 days ago


Pune, India Morpheus Human Consulting Full time

Reference Code:

- 456-17
- Job Title:
**Equity Advisor - Financial/ Broking Services
- Pune**
- Category:

- Broking
- 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 well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance.
- They have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2021, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 34,00,000+ customers.
- Job Title: Equity Advisor - Financial/ Broking Services
- Pune
- Job Responsibility:

- Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.
- In-depth knowledge of Stocks, Bonds, Mutual funds.
- Cross Selling & Up selling of various products and offering by MOSL.
- Visit to franchisee on monthly basis.
- Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.
- Generation of brokerage.
- Generation of revenue via cross selling other products and services.
- Key Skills:

- Mandatory:

- 1.Good Communication skills.
- 2. Min 6 months experience as equity advisor/dealer - worked on terminal - live market NISM required
- Industry: Broking
- Gender: Open
- Experience: 2-3 years
- Job Location: Bhandarkar Road - Pune
- Working Days: 6 days
- Qualification: Graduate/MBA- (Finance/Marketing) Degree holder
- Notice Period: Immediate to 30 days- Location:

- Pune
- Required Experience:

- 2-3 yrs
- Positions:

- 5


  • Equity Advisor

    7 days ago


    Pune, India A2Tech Consultants Full time

    **Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

  • Equity Advisor

    5 days ago


    Pune, India Birla Workforce and Technologies Full time

    Job Role: Equity Dealer Location: Pune Experience: Minimum 6 months of relevant work experience into trading (on terminal/ Live market) Qualification: Graduation /NISM Certificate is mandatory CTC: Up to 5.5 LPA **Salary**: ₹250,000.00 - ₹550,000.00 per year Schedule: - Day shift - Morning shift Ability to commute/relocate: - Pune, Maharashtra:...

  • Equity Advisor

    1 week ago


    Pune, India Shares And securities Full time

    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...

  • Equity Advisor

    2 days ago


    Pune, India DQ Full time

    **Job Description : Financial Services** **Function**: Sales and Business → Sales / Business Development - Equity Derivatives - Equity Trading - Equity Research - Investment Advisory - Finance **Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with a book size of 25...

  • Equity Advisor

    7 days ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm 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...

  • Equity Advisor

    1 week ago


    Pune, Maharashtra, India Shares And securities Full time

    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...

  • Equity Advisor

    4 days ago


    Pune, Maharashtra, India Shares And securities Full time

    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...


  • Pune, Maharashtra, India Shares And securities Full time

    Required Equity Sales Advisor For reputed investment firm pune 1)Acquisition of new clients from own source and reference 2) Acquisition of new partners. 3) Meeting partners on regular basis and taking new clients leads from them 4) New client acquisition from reference provided by branch. 5) Doing daily client meeting 5) Cross selling of products like...

  • Equity Sales Advisor

    24 hours ago


    Pune, Maharashtra, India Shares and Securities Full time ₹ 25,000 - ₹ 2,50,000 per year

    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...


  • Pune, Maharashtra, India Shares And securities Full time

    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...