Senior Equity Advisor

2 days ago


Greater Kolkata Area, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role Description

This is a full-time on-site role for a Senior Equity Advisor located in the Greater Kolkata Area. The Senior Equity Advisor will be responsible for providing strategic investment advice, managing client portfolios, conducting in-depth financial analysis, and delivering top-tier customer service. The role involves developing and maintaining relationships with clients, identifying market opportunities, and ensuring clients' investment objectives are met through personalized recommendations.

Qualifications

  • Strong expertise in Investments, Finance, and Portfolio Management
  • Proficiency in Customer Service and Sales skills
  • Ability to analyze market trends and develop investment strategies
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Minimum of 5 years experience in equity advisory or a similar rolE
  • NISM QUALIFIED

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