Equity Advisor

9 hours ago


Mumbai, Maharashtra, India GEPL Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Description

GEPL 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 needs

Role Description

This is a full-time, on-site role for an Equity Advisor, located in Mumbai. The Equity Advisor will be responsible for providing guidance to clients on investment opportunities, managing portfolios, and offering expert financial advice. The role involves engaging with clients to understand their financial goals, recommending suitable equity and equity related investment products, and ensuring that customer goals are always the focus . Regular follow up and constant communication are two key attributes .

Qualifications

  • Experience of 1 year and more as a in the equity advisor is important
  • Knowledge of capital market especially in investments and financial markets
  • Experience in sales and business development, particularly in financial products
  • Excellent communication, analytical, and problem-solving abilities
  • Relevant certifications such as NISM or AMFI are a plus
  • Ability to follow up regularly

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