Equity Advisor

2 days ago

Mumbai Maharashtra, India ONEWAY Full time

Equity Advisor

Designation - Sr Executive advisor

Experience - 1-6 years

Education
- NISM

Company Name - GEPL CAPITAL PRIVATE LIMITEDA

bout Company - Winner of the "Maharashtra Best Employer Brand Award-2018".The Company has a nationwide network of over 100 offices, serving over 30,000clientsacross India.GEPL is a member of the BSE, NSE, MCX, NCDEX, CDSL, WDM and

Insurance sectors. Company believes in nurturing talent and possesses experts from the industry toexecute it.It provides ample growth opportunities & platform for a healthy work life balance.

**Responsibilities**:
**Client Engagement**: Interact with clients to understand their financial goals, risk tolerance, and investment preferences. Build and maintain strong client relationships to enhance trust and retention.

Advisory Services: Provide expert advice on equity investments, portfolio management, and market trends. Recommend tailored investment strategies based on market conditions andclient objectives. Monitor and manage

client portfolios, ensuring optimal returns and adherence to risk levels.

Market Analysis: Stay updated on financial markets, global economies, and stock market performance. Conduct thorough research and analysis of equities and related investment products. Prepare market outlooks and reports to guide clients on investment decisions. **Compliance**:Ensure all advisory activities comply with regulatory standards and company policies.o Maintain accurate records of client interactions, transactions, and performance reviews.o Execute Trades

**Educational Requirements' Bachelor’s degree in Finance**, Economics, Business Administration, or a related field.o Certifications such as NISM, CFA, or CFP are preferred. Experience:o Proven experience (2+ years) as an Equity Advisor, Investment Consultant,or similar role.o Sound knowledge of equity markets, financial instruments, and tradingplatforms. Skills:o Strong analytical and research skills with the ability to interpret financial data.o Excellent communication and interpersonal skills for client interaction.o Proficiency in using financial tools, m

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

Pay: ₹35,000.00 - ₹40,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay

Application Question(s):

- DO You have graduate degree with Certifications such as NISM, CFA, or CFP are preferred.
- Do you have Proven experience (2+ years) as an Equity Advisor, Investment Consultant,

or similar role
- Strong analytical and research skills with the ability to interpret financial data.

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

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