Equity Advisor Female Graduate Jobs in Kolkata

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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
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 firms 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:Bachelors 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.
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Equity Advisor

Tradebulls Securities

  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication
Hi this is Sanjib Biswas(Assistent Vice President)Tradebulls Securities pvt Ltdwww.tradebulls.inWe Are HiringFor Function : Service/Sales Department : Advisory /Sales Designation : Advisor/DBM Place of Posting : KolkataMBA, BBA or Graduate NBFC or Banking Experience or Fresher 0-2 yearsKey Responsibilities* As a key player in our organisation, you will be responsible for acquiring new clients and service of Existing client in Equity, relationships building , & driving revenue growth through Existing Client & relationship management.* Strategically identify & approach potential clients through branch networks.* Foster a deep understanding of clients' financial goals & tailor solutions to meet their unique needs.* Stay informed about industry trends, market conditions, & investment opportunities to offer valuable guidance to clients.To apply send your CV on Whats App - 8335036713Mail - sanjib.biswas@tradebulls.in
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