Sr. Equity advisor (Ahmedabad)

Sr. Equity advisor (Ahmedabad)

13 Aug
|
monarch networth capital
|
Ahmedabad

13 Aug

monarch networth capital

Ahmedabad

Company Description
Monarch Networth Capital Ltd. (MNCL) is a diversified financial services firm focused on long-term value creation for its clients. The company offers services across retail broking, institutional equities, investment banking, alternative investment funds, portfolio management services, wealth management, and debt capital markets. MNCL serves more than 300,000 clients in over 140 cities, supported by robust research and market insights. The firm helps investors and institutions access capital markets and design portfolio strategies for informed decision-making, while emphasizing regulatory compliance and risk awareness.

Role Description
This is a full time, on-site role based in Ahmedabad for a Sr. Equity Advisor & Equity Dealer. The role involves advising clients on equity investments and portfolio strategies aligned with their financial goals and risk profiles. The Sr. Equity Advisor & Equity Dealer will execute equity trades, monitor market movements, and provide timely updates and recommendations to clients.



Responsibilities include delivering high-quality customer service, identifying sales opportunities, supporting client acquisition and retention, and coordinating with internal research and operations teams. The role also includes maintaining compliance with regulatory requirements and internal policies, documenting client interactions, and contributing to business growth targets.

Qualifications
- Strong customer service and client relationship-management skills, with the ability to handle queries and provide clear, professional guidance.
- Sound knowledge of investments and finance, including equity markets, risk assessment, and basic financial products.
- Sales and business development skills to identify prospects, cross-sell services, and support revenue growth.
- Understanding of portfolio management principles, asset allocation, and performance monitoring.
- Relevant experience in equity dealing, broking, or wealth management, prefer

📌 Sr. Equity advisor (Ahmedabad)
🏢 monarch networth capital
📍 Ahmedabad

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