Hiring Equity Advisors | Grow HNI Portfolios | Wealth Management & Stock Market Experts Wanted

Job Responsibilities:

- Manage and grow client investment portfolios to achieve AUM and revenue targets.

- Advise clients on equity investments, trading strategies, mutual funds, and wealth products.

- Understand client financial goals and risk appetite to recommend suitable investment solutions.

- Generate brokerage revenue through long-term investment and short/medium-term trading ideas.

- Build robust client relationships, ensure high retention, and acquire new business opportunities.

- Conduct regular client reviews, provide market updates, and identify cross-selling opportunities.

- Collaborate with Relationship Managers to enhance client engagement and business growth.

- Ensure compliance with regulatory and risk management guidelines.

Requirements:

- 2-7 years of experience in Equity Advisory, Wealth Management, Broking, or Investment Advisory.

- Strong knowledge of Equity Markets, Mutual Funds, PMS/AIF, and Wealth Products.

- Excellent communication, relationship management, and sales skills.

- NISM certification preferred.

📌 Walk-in || Equity & Broking Dealer (Pune)
🏢 Kotak Securities (KSL)
📍 Pune