Equity Advisor

Job Title: Equity Advisor
Location: Mumbai

Role & Responsibilities:

• Provide expert advice to clients on managing and growing their equity portfolios to generate brokerage.
• Establish and nurture long-term relationships with clients, ensuring a high retention rate while working to acquire new clients.
• Stay updated on market trends and financial news to provide timely and relevant investment advice.
• Ensure compliance with industry regulations and risk management protocols in all advisory activities.
• Regularly communicate with clients about their portfolios and trade updates.
• Cross-sell and recommend third-party investment products such as mutual funds, SIPs, and PMS to enhance portfolio diversification.

Preferred Candidate Profile:

• Educational Qualification: Graduate with a minimum of 50% marks.
• Experience: At least 6 months of experience in a related field, ideally in the stock market sector.
• Preferred Background: Strong interest or knowledge of the stock market and investment strategies.

Perks & Benefits:

• Competitive incentives and performance-based appraisals to reward outstanding achievements.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to HR Dhanshree at 7796426785.