JOB DESCRIPTION – EQUITY ADVISOR Job Title: Equity Advisor Industry: Stock Broking / Financial Services Experience: Fresher to 3 Years Salary: As per Market Standards Job Responsibilities  Acquire new clients and develop long-term business relationships.  Understand clients' investment objectives, financial goals, and risk appetite.  Provide equity market insights and authorized investment-related guidance.  Share market updates and approved research-based recommendations with clients.  Handle client queries related to equity markets, investment products, and account services.  Follow up with prospective clients and convert business opportunities into clients.  Maintain regular communication with existing clients to improve engagement and retention.  Achieve monthly business, revenue, and client acquisition targets.  Maintain client interaction records and business performance reports.  Follow applicable SEBI regulations and company compliance policies.



Target-Oriented Role  This is a target-oriented role focused on new client acquisition, business development, and revenue generation.  Performance-based incentives may be offered based on individual performance and target achievement, as per company policy. Required Skills  Good understanding of the Indian equity market and stock market trends.  Robust sales, communication, and client relationship management skills.  Ability to handle client queries professionally.  Good negotiation and business development skills.  Self-motivated, target-driven, and result-oriented approach.  Valid NISM certificate is compulsory. Any additional authorization required for assigned activities must also be held. Educational Qualification Graduate in Finance, Commerce, Economics, or a related field.

📌 Equity Dealer (Ahmedabad)
🏢 Affluent Fintech Services Private
📍 Ahmedabad