Equity Advisor

3 days ago

Pune, Maharashtra, India Pune E-Stock Broking Limited Full time ₹ 2,40,000 - ₹ 7,00,000 per year

Job Title:

Equity Advisor - Broking

Location:

Pune, Head Office

Job Type:

Full-Time

The Role:

We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the stock market based on in-depth research, market trends, and financial goals. You will play a critical role in client portfolio management, revenue generation, and relationship building.

Responsibilities:

  • Provide clients with expert advice on equity investments, trading strategies, and portfolio structuring.
  • Execute equity and derivatives transactions as per client instructions, while ensuring best trade execution practices.
  • Regularly monitor market trends, global events, and news affecting equity markets; update clients accordingly.
  • Build and maintain strong relationships with existing clients to enhance retention and wallet share.
  • Prepare and deliver daily/weekly/monthly market updates, research-based recommendations, and performance reports.
  • Assist clients in understanding financial products and services, including equities, mutual funds, IPOs, and ETFs.
  • Ensure all regulatory and compliance guidelines (as per SEBI and internal policies) are strictly followed.
  • Meet or exceed business targets for revenue generation and client acquisition.
  • Collaborate with internal research and sales teams to deliver value-added insights to clients.
  • Strong knowledge of capital markets, equity instruments, and financial analysis.
  • Excellent communication, interpersonal, and client-servicing skills.
  • Ability to interpret technical and fundamental data to provide actionable investment advice.
  • Proficiency in trading platforms and CRM systems.
  • Target-oriented with the ability to work in a fast-paced environment.

Qualification

  • Bachelor's degree in Finance, Commerce or related field.
  • Minimum 1–3 years of experience in equity advisory, broking, or investment services.
  • Mandatory Certifications: NISM Series VIII – Equity Derivatives

Application Process:

Please send a cover email on provided contact detail with an attached resume. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at

Job Type: Full-time

Pay: ₹240, ₹700,000.00 per year

Work Location: In person

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