Equity Advisor

Job Title: Equity Advisor

Roles & Responsibilities:

1. Execute orders on behalf of clients based on their investment preferences and strategies.
2. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios.
3. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company.
4. Acquire new clients while maintaining and building strong, lasting relationships with existing clients.
5. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement.

Preferred Candidate Profile:

• Knowledgeable in equity markets and financial products.
• Strong sales and relationship-building skills.
• Ability to communicate complex financial concepts clearly to clients.
• Experience in client acquisition and retention strategies.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to HR Rutuja-7796426801