
Senior Equity Advisor
2 days ago
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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