Equity Advisor

2 days ago

Ahmedabad, Gujarat, India SBI Securities Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Managing your investments is simpler than ever with our intuitive trading platform, giving you seamless control over your portfolio. For further information, please visit us at

Role Description

This is a full-time on-site role for an Equity Advisor located in Ahmedabad. The Equity Advisor will be responsible for providing expert advice on equity investments, managing customer portfolios, and executing trades on behalf of clients. Daily tasks include evaluating client financial needs, developing investment strategies, and ensuring clients receive timely and accurate information regarding their investments. The Equity Advisor will also engage in customer service activities, assist in sales efforts, and work to achieve portfolio management objectives.

Qualifications

  • Knowledge and experience in Investments, Finance, and Portfolio Management
  • Strong Customer Service and Sales skills
  • Excellent written and verbal communication skills
  • Ability to work independently and on-site
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Relevant industry certifications (e.g., NISM)
  • Proficiency in using trading platforms and financial software

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