Equity Advisor

Key Responsibilities:

• Client Engagement

• Interact with clients to understand their financial goals, risk appetite, and investment preferences.

• Build and maintain long-term client relationships to enhance trust, satisfaction, and retention.

• Advisory & Portfolio Management

• Provide expert advice on equity investments, portfolio diversification, and market trends.

• Recommend customized investment strategies based on market conditions and client objectives.

• Monitor and manage client portfolios to ensure optimal returns and adherence to risk tolerance levels.

• Execute trades as per client instructions while ensuring accuracy and timeliness.

• Market Research & Analysis

• Stay updated on equity markets, global economies, and stock performance trends.

• Conduct research and analysis of companies, sectors, and investment products.

• Prepare market outlooks, reports, and investment insights for clients.

• Compliance & Reporting

• Ensure all advisory activities are in line with regulatory guidelines and company policies.

• Maintain accurate documentation of client interactions, transactions, and performance reviews.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

• NISM Certification (Series VIII) is mandatory.

• Additional certifications such as CFA or CFP are an advantage.

Experience

• 1–6 years of experience as an Equity Advisor, Investment Consultant, or in a similar advisory role.

• Strong understanding of capital markets, trading platforms, and financial instruments.

• Skills & Competencies

• Strong analytical and research skills with the ability to interpret financial data effectively.

• Excellent communication and presentation skills.

• Client-focused, with a high degree of professionalism and integrity.

• Ability to work under pressure and meet performance goals.

• Passion for financial markets and advisory excellence.

  Employment Type: Full-time

Industry: Financial Services / Broking / Wealth Management

Functional Area: Equity Advisory / Client Relationship Management

• It is a Full Time Field Sales job for candidates with 1 - 3 years of experience.

More about this Equity Advisor job

1. What is the eligibility criteria to apply for this Equity Advisor job?
   Ans: The candidate should be Graduate and above and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹30000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Equity Advisor job?
   Ans: This Equity Advisor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Equity Advisor job?
   Ans: No, there is no fee applicable for applying this Equity Advisor job and during the employment with the company, i.e., Schr Engaging Llp.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Equity Advisor role?
   Ans: There is an immediate opening of 1 Equity Advisor at Schr Engaging Llp
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Equity Advisor job?
   Ans: This Equity Advisor job has 09:00 AM - 06:00 PM timing.