
Equity Advisor
2 days ago
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs through personalized financial planning, investment advisory, and wealth management services.
- Identify new business opportunities by prospecting for potential clients and building relationships with existing ones to increase revenue growth.
- Provide expert advice on various investment products such as mutual funds, equity advisory, inside sales, outbound sales, b2c sales, hni sales, nism certification is required.
- Develop strong communication skills to effectively communicate complex financial concepts to clients in a clear and concise manner.
- Meet or exceed monthly targets set by the organization while maintaining high levels of customer satisfaction.
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Equity Advisor
12 hours ago
Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearJob Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...
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PCG Equity Advisor
4 days ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 8,00,000 - ₹ 12,00,000 per yearPCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...
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Equity Advisor
6 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...
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Equity Advisory
6 days ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 8,00,000 - ₹ 12,00,000 per yearEquity Advisor Trade Execution: Placing equity and derivative orders on behalf of clients.Cross-selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOF Required Candidate profileQualifications: Graduation in any discipline, MBA, NCFM Experience: 3+ Years in Equity / MF /...
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Advisor-RCAD
3 weeks ago
Mumbai, Maharashtra, India KG Engineering And Consultancy Full timeJob DescriptionJob title- Advisor-RCADLocation-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII Equity Derivatives Certification (Mandatory)Advisor RCADCandidate should have experience into Trading and Order Punching- Terminal HandlingCandidate should have exp of handling the HNI clients & cross selling of...
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Advisor RCAD
1 week ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob title- Advisor-RCADLocation-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)Advisor – RCADCandidate should have experience into Trading and Order Punching- Terminal Handling Candidate should have exp of handling the HNI clients & cross selling of TPP...
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Equity Advisor
6 days ago
Mumbai, Maharashtra, India Tradebulls Securities (P) Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearHiring Equity DealerLocation : Andheri East , MumbaiJob Description:Punching Trades on Behalf of Clients and Generating RevenuesClient ActivationKYC AquisitionIn House productsSolving client queriesJob Requirement:Graduate/ Post GraduateMinimum 1 Year broking experience mandatoryNISM series VIIl will be an added advantageJob Perks:Salary as per industry...
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Equity Research Intern
6 days ago
Mumbai, Maharashtra, India Vallum Capital Advisors Full time ₹ 2,00,000 - ₹ 12,00,000 per yearInternship Opportunity – Equity Research Intern | Vallum Capital Advisors Pvt. Ltd.Vallum Capital Advisors Pvt. Ltd. is a SEBI-registered Portfolio Management firm managing close to ₹1,500 crore in Indian equity markets. We are looking for a passionate and drivenEquity Research Internto join our Investment Team at our Mumbai office.Internship...
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Advisor PCG
4 days ago
Mumbai, Maharashtra, India Mirus Solutions Private Limited Full time ₹ 88,800 - ₹ 30,00,000 per yearAdvisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...
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Financial Advisor
9 hours ago
Mumbai, Maharashtra, India Espirits Corporation Full time US$ 90,000 - US$ 1,20,000 per yearJob Opportunity: Financial Advisor (Equity-Based) – E CelebsLocation : Mumbai / LondonAre you a finance leader who wants to be part of building the next big thing in entertainment, luxury, and Web3?About E CelebsECelebs is pioneering a digital-first ecosystem at the intersection of celebrities, luxury, technology, and the metaverse. We are building a new...