Sr. Equity advisor

23 hours ago

Ahmedabad, Gujarat, India Monarch Networth Capital Ltd Full time

Company Description

Monarch Networth Capital Limited (MNCL) is a prominent financial services company in India with over 30 years of expertise in capital markets. The company is dedicated to creating value for its customers through a diverse portfolio of services, including Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third-Party Distribution. MNCL is recognized for its customer-centric approach and commitment to excellence in the financial sector.

Role Description

This is a full-time, on-site role for a Senior Equity Advisor & Equity Dealer located in Ahmedabad. The role involves providing expert equity advisory services, assisting clients in making informed investment decisions, performing portfolio management, and executing equity trades efficiently. The candidate will be responsible for building and maintaining strong client relationships, delivering excellent customer service, and staying updated on market trends to identify investment opportunities.

Qualifications

  • Experience in Customer Service and the ability to build strong client relationships
  • Knowledge and expertise in Investments and Finance
  • Proven skills in Sales and the ability to meet and exceed targets
  • Proficiency in Portfolio Management to guide clients in achieving financial goals
  • Strong analytical and decision-making abilities
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant industry certifications (such as NISM or equivalent) are a plus
  • Excellent communication and interpersonal skills

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