Equity Advisor

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

We are Hiring !!! Role : Equity Advisor ( PCG ) Experience : 2+ years Qualification : Graduation Salary : UPTO 7lpa based on experience Location : Sadashivanagr Key Skill : HNI clients handling, Individual Contributor, Demat, Equity Brokerage, 25L above book size. Regards Varshitha V HR 9901946267 **Salary**: Up to ₹700,000.00 per...

**Equity Dealer/ Advisor - JD** **Qualification**: Graduation **NISM Certificate**: NISM-8 is mandatory **Experience**: Minimum 1 year in stock market company **CTC**: 20k to 30k per month **Age**: Max 31 years **Location**: Hyderabad, Bangalore, Chennai & Mumbai **Skills**: Should have worked as Equity dealer or advisor. They have to book share...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech 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...

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

PCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and cross-sell third-party investment products, including...

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....

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...

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 ...