Wealth Advisor New Delhi

Wealth Advisor New Delhi

22 Aug
|
Rekrut India
|
New Delhi

22 Aug

Rekrut India

New Delhi

Position: Equity Advisor / Equity Dealer

Location: [Noida / Delhi /Gurgaon/ Faridabad/ Mumbai /Kanpur/ Lucknow/ Indore/ Chennai/ Jaipur / Hyderabad/ Coimbatore/Vizag/ Mangalore]

Experience: 2+ years in Equity Advisory / Equity Dealing / Broking

Key Responsibilities:
Provide equity investment ideas and advisory to clients based on market research and analysis.
Manage and maintain relationships with existing clients.
Generate revenue through equity trading and advisory services.
Acquire new clients and expand the client base through references, networking, and business development.
Understand client investment objectives, risk profile, and trading preferences.
Track market movements, company fundamentals, technical indicators, and relevant news.
Provide timely market updates, stock recommendations, and trading strategies to clients.
Achieve assigned revenue, brokerage, and client acquisition targets.




Cross-sell other investment products such as Mutual Funds, IPOs, Bonds, PMS, AIF, and other financial products, wherever relevant.
Ensure compliance with company policies and regulatory
requirements.

Required Skills:
Solid knowledge of Indian equity markets and capital markets.
Valuable understanding of fundamental and/or technical analysis.
Strong communication and client relationship management skills.
Ability to generate business and achieve revenue targets.
Robust sales and negotiation skills.
Existing client relationships or a client base will be an added advantage.

Preferred Candidates:

Candidates with experience in Equity Advisory, Equity Dealing, Broking, Investment Advisory, or Capital Markets will be preferred.

NISM-8 Mandatory

📌 Wealth Advisor New Delhi
🏢 Rekrut India
📍 New Delhi

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