Job Title

Equity Advisor - Sr. Executive Advisor

Job Details

- Company: GEPL Capital Private Limited

- Location: Mumbai
- Experience: 1-4 years
- Education: Graduate + NISM Certification (Mandatory)

Job Summary

We are looking for a knowledgeable and proactive Equity Advisor to provide expert investment guidance to clients, offer personalized portfolio solutions, and support clients in achieving their financial goals. The ideal candidate must have robust market understanding and excellent client advisory skills.

Key Responsibilities

Client Engagement

- Interact with clients to understand their financial objectives, risk appetite, and investment preferences.
- Build and maintain long-term client relationships to enhance trust and client retention.

Advisory Portfolio Management

- Provide expert advice on equity investments, market trends, and portfolio strategies.
- Recommend customized investment plans aligned with client goals and market conditions.
- Monitor and manage client portfolios to ensure optimal performance and adherence to risk levels.
- Execute equity trades as per client instructions and compliance requirements.





Market Research Analysis

- Stay updated on financial markets, global economic developments, and stock performance.
- Conduct research and analysis of equities and investment products.
- Prepare market outlook reports and investment recommendations for clients.

Compliance Reporting

- Ensure compliance with regulatory guidelines and internal policies.
- Maintain accurate records of client interactions, transactions, and portfolio reviews.

Required Qualifications Skills

Education

- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- NISM Certification is mandatory.
- Additional certifications such as CFA or CFP are an advantage.

Experience

- Experience: 1-4 years in relevant domain.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Equity Advisor (Mumbai)
🏢 Gepl Capital
📍 Mumbai