Equity Advisor

key responsibilities:

client acquisition & business development:

identify and onboard new clients through various marketing and networking channels.

build and maintain strong relationships with existing and prospective investors.

achieve monthly and quarterly targets for client acquisition and revenue growth.

equity advisory & portfolio management:

provide clients with timely investment advice on equities, derivatives, and other financial products.

conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.

stay updated with stock market news, company performance, and global economic developments.

marketing & brand promotion:

execute marketing campaigns to promote the firm’s investment services.

conduct investor awareness programs, webinars, and seminars.

collaborate with the marketing team to generate leads through digital and offline channels.

revenue generation:

drive revenue through brokerage, advisory fees, and cross-selling of financial products.

monitor client activity and ensure consistent engagement to maximize business potential.

required skills & qualifications:

bachelor’s degree in finance, commerce, economics, or related field (mba preferred).

nism series vii / viii certification (preferred or required as per sebi guidelines).

strong understanding of stock markets, investment products, and trading platforms.

excellent communication, presentation, and negotiation skills.

proven track record in sales, revenue generation, or financial advisory.

key competencies:

target-driven and self-motivated.

strong client relationship management.

analytical and result-oriented approach.

ability to work under pressure and achieve business goals.

• Experience

  2 Years

• No. of Openings

  20

• Education

  B.A, B.C.A, B.B.A, B.Com, BDS, B.Sc

• 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

• Face interview location

  NH12, International Finalcial Hub(CBD), Newtown, Kolkata, New Town, West Bengal 700161