Equity Advisor

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

Equity Advisory RoleChola Securities Limited seeks an Equity Advisor to join its team. The ideal candidate will have a postgraduate degree and at least 2 years of experience in equity dealing with an Indian broking firm.Key Responsibilities:Activate trading accounts for clients and provide guidance on understanding equity market dynamics.Cross-sell...

Role & responsibilitiesClient Advisory: Guide clients on buying, selling, or holding stocks and equity-related products.Portfolio Management Support: Suggest asset allocation strategies based on risk appetite, goals, and market conditions. Cross-Selling: Often involved in offering related products like mutual funds, SIPs, IPOs, bonds, and insurance.

Job DescriptionKey Job Responsibilities -1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.2. Generate Cross Sell revenue through Financial Planning.3. Promote Focus Product of the month4. Maintain records of business on internal software.5. Induct new clients to the Central Dealing Desk for...

Investment OpportunityWe are seeking a detail-oriented professional to evaluate investment opportunities, support deal execution, and manage portfolio companies. This is a fully remote role offering the opportunity to work closely with senior leadership on cross-border transactions and growth-oriented investments.Key Responsibilities:Investment Evaluation &...

Position: Real Estate Private Equity Associate  Location: Remote (Preference for candidates based in India)  Employment Type: Full-time  Compensation: USD 1,500 per month  About the Role We are seeking a highly motivated and detail-oriented Private Equity Associate with around 3 years of experience in private equity, investment banking, or financial...

**Hiring For Equity Dealer/Advisory profile,** You have to advice the clients that when to buy, sell and give advice on investment and financial instruments. - Minimum Exp - 0-2 years - Location - Agra / Lucknow *NISM-8 *Minimum graduate **Job Type**: Fresher Pay: ₹8,597.84 - ₹25,000.00 per month **Benefits**: - Cell phone reimbursement - Flexible...

We are seeking a skilled and experienced professional to join our Wealth Advisory team as an Equity Advisor. The role involves trading & order execution, handling high net worth clients, and cross-selling of wealth & investment products.The ideal candidate will possess excellent communication skills, be able to work independently, and have strong analytical...

Corporate Development ExecutiveWe are seeking a seasoned executive to lead our Mergers and Acquisitions function. The ideal candidate will have a proven track record of driving strategic transactions, advising clients on mergers, acquisitions, divestitures, and other corporate development initiatives.Key Responsibilities:Transaction Leadership: Oversee the...

Job Title: Capital Markets & Investment Banking ManagerAbout the Role:We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and investment banking transactions. The candidate should have strong exposure to IPOs, Rights Issues, QIPs, Bonds, and other capital market deals, along with a deep understanding...