Job Title Equity Advisor - Broking Location Pune Head Office Job Type Full-Time The Role We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team The role involves providing professional advice on equity investments to retail and high-net-worth clients helping them make informed decisions in the stock market based on in-depth research market trends and financial goals You will play a critical role in client portfolio management revenue generation and relationship building Responsibilities Provide clients with expert advice on equity investments trading strategies and portfolio structuring Execute equity and derivatives transactions as per client instructions while ensuring best trade execution practices Regularly monitor market trends global events and news affecting equity markets update clients accordingly Build and maintain strong relationships with existing clients to enhance retention and wallet share Prepare and deliver daily weekly monthly market updates research-based recommendations and performance reports Assist clients in understanding financial products and services including equities mutual funds IPOs and ETFs Ensure all regulatory and compliance guidelines as per SEBI and internal policies are strictly followed Meet or exceed business targets for revenue generation and client acquisition Collaborate with internal research and sales teams to deliver value-added insights to clients Strong knowledge of capital markets equity instruments and financial analysis Excellent communication interpersonal and client-servicing skills Ability to interpret technical and fundamental data to provide actionable investment advice Proficiency in trading platforms and CRM systems Target-oriented with the ability to work in a quick-paced environment Qualification Bachelor s degree in Finance Commerce or related field Minimum 1-3 years of experience in equity advisory broking or investment services Mandatory Certifications NISM Series VIII - Equity Derivatives Application Process Please send a cover email on malak pesb co in provided contact detail with an attached resume We welcome your inquiries and are happy to provide further details Additionally we invite you to explore our website at https www pesb co in about php Job Type Full-time Pay 240 000 00 - 700 000 00 per year Work Location In person

📌 Equity Advisor (Maharashtra)
🏢 Pune E - Stock broking
📍 Maharashtra