Equity Advisor

Job SummaryWe are seeking a seasoned advisor to join our team in delivering high-quality advisory services to our clients. This role involves providing timely equity advice, conducting research-based advisory work, and managing client relationships.

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles 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 Public Offerings...

Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions. We serve 100% of MBB/Big-Four advisories, clients...

Financial Services ConsultantWe are seeking an experienced Financial Services Consultant to join our team. As a consultant, you will provide financial advisory services to clients and guide them through the equity market dynamics.Key Responsibilities:Educate clients on equity market fundamentals and activate trading accounts for them.Cross-sell investment...

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

Gain.pro is a platform serving those who want to find, understand and track companies that matter.It empowers investors, advisors, and C-suite executives with deepest private market insights through human curation combined with GenAI for faster, data-driven decisions.Our customers include top advisories, clients representing over $1 trillion of private...

Hi Connections,We have opening for the below role with the leading financial firm.Job Description – Advisor (RCAD)Location: Malad, MumbaiShift Timings: 8:30 AM – 5:30 PMWorking Days: Monday to Saturday (2nd & 4th Saturday Off + Sunday Fixed Off)CTC: Up to ₹8 LPAExperience Required: Minimum 2 Years (HNI Broking / Wealth Advisory)About the RoleLooking...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

Investment AnalystAbout the RoleWe are seeking an Investment Analyst to source and evaluate private companies, focusing on those with shares in demat form or approaching listing readiness.Company Sourcing – Identify private companies through databases, industry research, and networks.Market Mapping – Build sector landscapes to spot high-potential...

Research - Earnings notes, Company reports, Sector reports as per research plan Industry interaction - Management meets as per KRA, Networking with analysts Stock Sector screening (providing recos) - As per research plan PR initiatives - Articles Inputs Market update - Morning updates EAS review - for all portfolios Dashboard Team mentoring & leading ...