Equity Advisor

Discoveries Quintessential Private Limited

Job Overview:

We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of

transactions, and visit franchisees monthly.

Responsibilities:

Perform risk profiling and make investment recommendations

Possess in-depth knowledge of stocks, bonds, and mutual funds

Cross-sell and up-sell various financial products and services

Coordinate with different departments for smooth processing of transactions

Generate revenue through brokerage and cross-selling

Maintain accurate records and provide timely reports to management

Qualifications:

NISM - 8 certification is compulsory

Bachelor's degree in finance, economics, or related field

Minimum 1 - 2 years of experience in equity advisory

Excellent communication and interpersonal skills

Strong analytical and problem-solving skills

If you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.

• Experience1 - 2 Years
• No. of Openings10
• EducationM.Com
• RoleEquity Advisor
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office