We are looking for an experienced Equity Advisor to manage client investment portfolios, provide stock market advisory services, and build long-term client relationships. The ideal candidate should have strong knowledge of equity markets, investment products, and portfolio management.
Key Responsibilities:
- Manage and grow the existing client portfolio (AUM).
- Acquire new clients and develop long-term relationships.
- Understand clients' financial goals and risk profiles.
- Recommend suitable investment and equity products.
- Conduct regular portfolio reviews and provide market updates.
- Generate revenue through client acquisition and investment advisory.
- Increase client engagement through regular meetings and follow-ups.
- Stay updated on market trends, research reports, and company earnings.
Desired Candidate Profile:
- 2-6 years of experience in Equity Advisory, Stock Broking, Wealth Management, or Investment Advisory.
- Graduate or Post Graduate.
- NISM Series VIII Certification is mandatory.
- Strong communication and relationship management skills.
- Valuable understanding of equity markets and investment products.
- Target-driven with excellent client handling skills.