Location Chennai Bangalore Hyderabad Kolkata Pune Delhi Designation Equity Advisor Roles and Responsibilities Execute trades on behalf of clients aligning with their investment strategies and preferences Provide expert advisory services to enhance portfolio growth with a focus on Assets Under Management AUM product penetration Promote and cross-sell third-party investment products including Insurance Mutual Funds MF PMS SIP AIF Bonds Fixed Deposits FD Unlisted Shares and Investment Advisory Services IAP Acquire new clients while maintaining and nurturing long-term relationships with existing clients Conduct client meetings to review portfolio performance provide investment recommendations and ensure continuous engagement Preferred Candidate Profile Educational Qualification Postgraduate degree required Experience Minimum 2 years of overall experience with at least 6 months in equity dealing with an Indian broking firm Hands-on experience in broking with a strong understanding of financial products and market trends Proven track record in managing High Net Worth Individuals HNI and Ultra High Net Worth Individuals UHNI clients Certification NISM Series VIII certification is mandatory Strong expertise in client acquisition retention strategies and sales target achievement Prior experience in the broking industry is a must Job Type Full time Pay 800 000 00 - 1 000 000 00 per year Benefits Food provided Health insurance Provident Fund Schedule Day shift Fixed shift Morning shift Supplemental Pay Performance bonus Yearly bonus License Certification NISM 8 Required