Equity Advisor

Company DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

Certifications such as NISM, CFA, or CFP are preferredResponsibilities : (1) Client engagement (2)Advisory Services (3)Market Analysis (4) CompliancesStrong analytical and research skills with the ability to interpret financial data. Required Candidate profileExperience: Proven experience (2+ years) as an Equity Advisor, Investment Consultant, or similar...

Job DescriptionRetail- RM AdvisorLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. Observing the volatility of current market situations and making clients informative so that Required Candidate profileExperience: 1–4 years in equity advisory, trading, investment banking.Certifications: NISM (Equity...

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

*Job Description: Inside Sales Role - Retail Sales Advisor* *Position*: Retail Sales Advisor   *Location*: Lower Parel   *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   *Working Days*: Monday to Friday (4th and 5th Saturdays are working)   *Working Hours*: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM - 7:30...

Job 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...

Company Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role: To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and taking corrective measure or strategy to build strong rapport with associates and top 30-40 customers. For building strong advisory desk will have to ensure regular trainings and skill upgradation for team mets, Should be well verse with...

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...