Equity Advisory

Roles and ResponsibilitiesManage 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...

Job 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...

Role: Equity Relationship Manager ERGKey Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer...

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively...

Freshers - Marketing, Advisory, and Leadership Roles •••Location: Mumbai Company: Choice Equity Broking Private Limited Website: About Us Choice Equity Broking Private Limited is a leading Indian broking firm dedicated to providing innovative and reliable financial solutions. We are committed to delivering exceptional value to our clients through a...

1)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...

Job Responsibilities: Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and...

Job Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer requirement and need gaps and work...

Job DescriptionWe are seeking a highly experienced Fundamental Analyst Equity Research to join our Professional Client Group (PCG). This role is pivotal in providing in-depth fundamental research and actionable investment insights that drive portfolio decisions for UHNI and Family Office clients.The analyst will evaluate companies, industries, and economic...

We are seeking a highly experienced Fundamental Analyst – Equity Research to join our Professional Client Group (PCG). This role is pivotal in providing in-depth fundamental research and actionable investment insights that drive portfolio decisions for UHNI and Family Office clients.The analyst will evaluate companies, industries, and economic trends,...