Equity Advisor Mumbai

Equity Advisor Mumbai

26 Oct
|
Hedge Hunter
|
Mumbai

26 Oct

Hedge Hunter

Mumbai

Company Description Hedge Hunter is a growing financial services organization focused on equity advisory and investment solutions. The company serves a diverse base of individual and institutional clients, helping them navigate capital markets and build long-term wealth. Hedge Hunter emphasizes research-driven advice, transparent communication, and client-centric service. Team members collaborate closely to deliver tailored portfolio strategies and high-quality support in a dynamic, performance-oriented workplace.
Role Description The Equity Advisor role at Hedge Hunter is a full time, on-site position based in Mumbai. The Equity Advisor will provide equity investment advice to clients, including recommending stocks, monitoring portfolios, and adjusting strategies based on market developments. Day-to-day responsibilities include analyzing financial markets and company fundamentals, preparing investment reports, conducting client meetings, and responding to client inquiries. The role also involves collaborating with internal teams to support client onboarding, ensure accurate execution of trades, and maintain up-to-date records of client portfolios.



The Equity Advisor will work towards achieving sales and asset growth targets while maintaining a strong focus on client satisfaction and compliance with regulatory requirements.
Qualifications
Solid knowledge of Investments, Equity Markets, and Portfolio Management, with the ability to design and review client portfolios.
Solid understanding of Finance principles, including financial analysis, risk assessment, and valuation concepts.
Demonstrated Sales skills with experience in promoting investment products and meeting business development targets.
Excellent Customer Service skills with a focus on building long-term client relationships and handling queries professionally.
Effective communication and presentation skills, both written and verbal.
Proficiency in using financial research tools, trading platforms, and standard office software.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., NISM, CFA level participation) are an advantage.
Ability to work in a quick-paced environment, make data-driven decisions, and adhere to regulatory and ethical standards.

📌 Equity Advisor Mumbai
🏢 Hedge Hunter
📍 Mumbai

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