Company Description

EquityPandit is a SEBI-registered investment advisor with over 20 years of research expertise, building one of India's most trusted investment intelligence platforms driven by data, discipline, and long-term thinking. Founded in 2005, what began as a passion for understanding markets has grown into a globally awarded platform serving 25,000+ clients across 33+ countries, including HNIs, UHNIs, and institutional investors.

Beyond these numbers, the real strength of EquityPandit lies in its people

- a team of curious thinkers, market enthusiasts, and problem-solvers who believe in taking ownership, making informed decisions, and continuously learning and evolving.

If you aspire to work at the intersection of finance, technology, and growth while contributing to meaningful wealth creation journeys, EquityPandit is the place for you.

Role Description

This is a Full-time On-site role based in Surat for a Wealth Advisor. The Wealth Advisor will be responsible for assisting clients in developing tailored financial and retirement plans, providing wealth management services, and offering strategic investment advice.

Responsibilities :

1. Research markets, identify potential clients, and explore new revenue channels

2.



Represent the company's products and services with a deep understanding, supported by consumer research, to align solutions with customer needs

3. Develop and implement strategies to increase sales, expand the customer base, and achieve business targets

4. Build and maintain strong, long-term relationships with clients and investors to ensure excellent service and identify new opportunities

5. Track market trends and customer needs to support informed business decisions

6. Present financial products, conduct demos, and negotiate deals with clients

Skills Required :

1. Good communication and negotiation skills

2. NISM Certification XA (Level 1) and XB (Level 2)

3. Robust knowledge of capital markets and financial products

4. Proven sales and relationship management experience

5. Ability to acquire new clients through referrals, calls, and networking

6. Meet monthly and quarterly revenue targets

7. Ability to generate revenue by identifying pain points and recommending suitable products or services

8. Resourceful, with strong research skills

9. Target-driven and result-oriented

Qualification : Any Graduate/Post Graduate

Experience :3-5 years

Pay: ₹30,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Wealth Manager (Surat)
🏢 Equitypandit Financial Services
📍 Surat