Equity Advisor

1 day ago

Mumbai, Maharashtra, India SBI Securities Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Company Description

SBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we enable seamless portfolio management for our clients. As a trusted and established name in the financial sector, we are committed to delivering excellence and innovation. For more information, visit us at

Role Description

This is a full-time, on-site role for an Equity Advisor located in Mumbai. The Equity Advisor will engage with clients to provide personalized investment advice, manage their equity portfolios, and ensure alignment with financial goals. Responsibilities include developing client relationships, advising on investment strategies, monitoring market trends, and facilitating trading activities. The role requires strong analytical skills to make informed investment decisions and an unwavering commitment to offering exceptional customer service.

Qualifications

  • Strong knowledge and experience in Investments, Finance, and Portfolio Management
  • Proven ability to excel in Sales and understanding of financial products
  • Excellent Customer Service skills to engage and support clients effectively
  • Strong analytical and problem-solving skills with a keen understanding of market trends
  • Effective communication and interpersonal skills
  • Relevant certifications in finance and investment advisory are an advantage
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field

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