Wealth Advisor

Position: Equity Advisor / Equity Dealer

Location: [Noida / Delhi /Gurgaon/ Faridabad/ Mumbai /Kanpur/ Lucknow/ Indore/ Chennai/ Jaipur / Hyderabad/ Coimbatore/Vizag/ Mangalore]

Experience: 2+ years in Equity Advisory / Equity Dealing / Broking

Key Responsibilities:

• Provide equity investment ideas and advisory to clients based on market research and analysis.
• Manage and maintain relationships with existing clients.
• Generate revenue through equity trading and advisory services.
• Acquire new clients and expand the client base through references, networking, and business development.
• Understand client investment objectives, risk profile, and trading preferences.
• Track market movements, company fundamentals, technical indicators, and relevant news.
• Provide timely market updates, stock recommendations, and trading strategies to clients.
• Achieve assigned revenue, brokerage, and client acquisition targets.
• Cross-sell other investment products such as Mutual Funds, IPOs, Bonds, PMS, AIF, and other financial products, wherever relevant.
• Ensure compliance with company policies and regulatory
• requirements.

Required Skills:

• Strong knowledge of Indian equity markets and capital markets.
• Good understanding of fundamental and/or technical analysis.
• Strong communication and client relationship management skills.
• Ability to generate business and achieve revenue targets.
• Strong sales and negotiation skills.
• Existing client relationships or a client base will be an added advantage.

Preferred Candidates:

Candidates with experience in Equity Advisory, Equity Dealing, Broking, Investment Advisory, or Capital Markets will be preferred.

NISM-8 Mandatory