Equity Advisor

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...

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...

Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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...

_**Job Specifications**_ **Role Designation**: Group Leader **Department**: PCG Equities **Function**: Advisory **Reporting to**: Regional Head - PCG **Location**: Prabhadevi, Mumbai - **Job Purpose**_ The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the...

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 Description: Equity Advisor Location: Andheri, Mumbai Experiance : 3 to 6 years Salary - 25,000 to 35,000 Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise...

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...