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 ఫీల్డ్ అమ్మకాలు job for candidates with 1 - 3 years of experience.

Equity Advisor job గురించి మరింత

1. Equity Advisor jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 1 - 3 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹20000 - ₹30000 నెలకుని మీరు ఆశించవచ్చు. ఇది ముంబైలో Full Time Job.
3. Equity Advisor job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Equity Advisor jobకు 6 working days ఉంటాయి.
4. ఈ Equity Advisor jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Equity Advisor jobకు కంపెనీలో ఉదాహరణకు, Schr Engaging Llpలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Equity Advisor రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Schr Engaging Llp వద్ద 1 Equity Advisor ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ ఫీల్డ్ అమ్మకాలు jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Equity Advisor Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Equity Advisor jobకు 09:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.