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.

• Experience

  1 - 2 Years

• No. of Openings

  10

• Education

  M.Com

• Role

  Equity Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office