Equity Advisor

13 hours ago

Pune, India Aurnid Financial Services Pvt Ltd Full time

**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 acquire 2-3 new clients

Cross selling of third party investment products

Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

To keep abreast with the market knowledge and market intelligence.

Responsible to ensure all activities are in adherence as per Compliance & Risk.

Provide regular updates to the immediate superior as and when required.

**Perks and benefits**

Decent Earnings with incentives

**Skills & Knowledge**

Graduate / Postgraduate with minimum 1 yr exp in Equities/Commodities on the client advisory side

Should have a sound understanding of equity/currency/commodity markets

Should be a result-oriented, self starter, proactive, good communication skills.

Should possess strong networking & relationship-building skills.

Should be certified in Derivative Certificate (NISM-8) for equity dealer profile

NISM Series - V & NISM series 1 would be added advantage.

**Salary**: ₹8,000.00 - ₹12,000.00 per month

Schedule:

- Morning shift

Supplemental Pay:

- Quarterly bonus
- Yearly bonus

COVID-19 considerations:
Pls wear a mask while coming for interview.

Ability to commute/relocate:

- Pune - 411058, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

  • Equity Advisor

    2 days ago

    Pune, Maharashtra, India Pune E-Stock Broking Limited Full time ₹ 2,40,000 - ₹ 7,00,000 per year

    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...

  • 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 Sales Advisor

    2 weeks ago

    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...

  • PCG Equity Advisor

    2 days ago

    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    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...

  • Equity Advisor-financial/broking Services-pune

    1 week ago

    Pune, India Morpheus Human Consulting Full time

    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...

  • Equity Advisor

    1 week ago

    Pune, India VANSH CAPITAL PRIVATE LIMITED Full time

    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...

  • Equity Advisor

    14 hours ago

    Pune, India Shares And securities Full time

    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: -...

  • Dealer / Trade Advisors

    2 weeks ago

    Pune, India Morpheus Human Consulting Full time

    Reference Code: 497-03 Job Title: **Dealer / Trade Advisors - Financial Services - Pune** Category: Broking **Job Description**: Job Title: Dealer / Trade Advisors - Financial Services - Pune Job Responsibility These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on...

  • Equity Advisor

    1 week ago

    Pune, Maharashtra, India BWISE SOLUTIONS PRIVATE LIMITED Full time

    Profile - Advisory (Commodities) Location - Mumbai Experience -0 to 2+ Years Description: Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and...

  • Equity Execution Application Support

    1 week ago

    Pune, India Citi Full time

    **Responsibilities**: - The Application Support Senior Analyst provides technical and business support for users of Citi Applcations. This includes providing quick resolutions to app issues, driving stability, efficiency and effectiveness improvements to help us and the business succeed. - Start of day checks, continuous monitoring, and regional handover. -...