Fresher Equity Advisor Jobs

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Knowledge of Stock Market, Nism 8 Pass, Make Future Bright and Secure ,, Clients Meeting , Mf and other Financial Products

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

We are hiring a Fresher Electrical Engineer for our ongoing Electrical ProjectsJob Location:- Noida, Mumbai, Pune Hyderabad Bangalore.He should know well drafting and should be proficient in Excel software and Letter Drafting.He should have good knowledge of procurement items included in BOQ.He should have the ability to complete the work quickly.He should be hardworking and have the ability to work.He should have confidence in himself to complete the work timely.Candidate must be an Electrical Engineer, those doing engineering from any other discipline please do not apply.

We are looking for a male/female candidate full-time on-site role as an Equity Dealer/Relationship Manager located in Dehradun.As an Equity Dealer/Relationship Manager, you will be responsible for managing and building client relationships, acquiring new clients, and executing orders according to client requirements in a timely manner. You will also provide regular updates and insights into market trends and support the client in taking strategic investment decisions.Job Type: Full-time

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

Being the face of the firm and reaching out to potential clients and managing existing ones while constantly staying up-to-date with the firm's products and monitoring market activity.

Roles and Responsibilities :* New client acquisition for Trading and Demat account* Revenue generation through brokerage* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)* Maintaining client relationship* Remain update about the latest investment products and market trend* To guide the client about the suitable investment / trading products as per clients profile* To ensure the achievement of Acquisition Targets of HNI clients, Retail clients* No Field workQualifications & Experience:* Any Graduate/Any Postgraduate* Age not more than 35 Years* Experience in Securities/Advisory/Broking will be an added advantageSkills :* Should have depth knowledge of all financial products* Should be target oriented* Should have good communication, presentation and interpersonal skills* Should have good telemarketing skills* Should be self-initiative* Remain updated about the present market scenario and financial market products and trends* Should have the zeal to help clients in achieving their financial goals

Who are we?Treelife was founded with the sole purpose of empowering start-up businesses & helping entrepreneurs protect and monetize their ideas by providing customized legal, financial and compliance advice at every stage of growth. Backed by a multidisciplinary team with a proven niche in the startup space, we are adept at swiftly identifying and delivering effective solutions for early-stage businesses. From company formation to fundraise transactions, co-founders agreement to founder disputes, and from investors coming on the capable to their exit; we provide bespoke solutions to complex financial, legal and compliance problems. RESPONSIBILITIES:- Assistance in compliance due diligence in Venture Capital transactions- Reviewing Issue and Allotment documents for Securities on Rights Issue basis, Private placement, Buyback and Preferential Allotment Basis.- FEMA compliance like FCGPR, FCTRS, ODI, APR, FLA- Advising foreign companies to establish presence in India- Lead compliance for VC funding transactions- Strike off of the company under Fast Track Exit Scheme- ESOP/ Phantom Stocks compliance- Manage team members to provide quality deliverables- Ongoing interaction with clients and stakeholders in the Company- Implementing processes or systems to help ensure good management of the organization or compliance with legislation for the clients- Stay abreast with changes in the legal and regulatory landscape- Maintain and update policies based on changes in industry regulations and approach- Advice clients on risks from a compliance perspectiveREQUIREMENTS:- CS degree with 0 - 6 years' experience post qualification - The candidate should have a strong academic background/qualification- Ability and willingness to work in a fast-paced environment- Solution oriented- Excellent communication skills

Responsible for the achieving month on month Sales Targets for assigned branch in accordance with the Broking objectives.Ability to develop business strategy (markets, locations, people's)sales and implement the same to meet business goals and should have aggressive sales approach.Knowledge of full suite of products offered by Broking Consumer (Equity, Commodity, Currency, Insurance,Investments) is mandatory. Candidate must good experience from NBFC/Banking Industry.

Required fresher/ experienced Candidate for Sales and Marketingwork- Demat Account OpeningLocation- Aurangabad.

He/she will be responsible to do counselling of interested customers and to suggest best Investment plans as per his/her financial requirements. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling. He/she will be responsible to do contribution to the monthly team and Individual targets through sharing and implementing best practices and ideas. Dialling 100-150 calls giving 3-5 hours talk time. Selling equity based product on call from scratch to end. Outbound calling target based experience Candidates should Basic mathematical calculation ability & possess strong selling skills. Candidates should have strong grasping skills in understanding the share market.

- Strong written and verbal communications and experience working with content - Strong experience owning an end-to-end documentation creation process.- A positive attitude, willing to jump in and tackle new challenges.- Strong writing, production, and technical editing skills.- Write, format, edit, review, and proof procedural and technical information