JOB TITLE- Equity Advisor & Relationship Manager
We're expanding our Sales & Advisory team and looking for driven specialists to fill two exciting roles. If you have a passion for financial markets, client relationships, and wealth solutions — this could be your next big move
LOCATION- Walk-ins for Cochin & Trivandrum

1.Equity Advisor – Responsibilities:
Enhance broking productivity, esp. commodity revenue
Drive TPP sales (MF, PMS, AIF, Insurance, NFOs, Unlisted) & grow AUM
Acquire self-sourced, margin-robust clients
Drive MTF activation & usage
Structured client connects & research-backed advisory
Relationship Manager – Responsibilities:
Acquire clients via open-market sourcing; manage retail/mass affluent/HNI book
Recommend MF, PMS, AIF, Bonds,



Insurance & structured products
Own Net New AUM targets; convert idle cash to long-term investments
Periodic portfolio reviews & client engagement
Maintain acquisition/sales/activation reports

Requirements (Both Roles):
Graduate (Finance/Commerce/BBA/MBA-Finance preferred)
2–3 yrs' experience in Broking, Wealth Management, Private Banking, Investment Advisory or BFSI Sales
Strong knowledge of equity/commodity markets, MF, PMS, AIF, Bonds, Insurance, MTF
Consultative selling mindset, target-oriented, robust communication & ownership.

📌 Equity Advisor Thiruvananthapuram
🏢 Bharat HR
📍 Thiruvananthapuram