Equity Advisor Job Vacancies in Indore

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.

Company Overview:Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 20 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a Private Limited Indian Non-Government Company. The Company is engaged in the Financial Services Industry.Job Role or Responsibilities: Direct sales of demat accounts for Axis Securities and margin collection for equity, commodity and currency Revenue generation through brokerage Handling the team and motivating them to achieve their targets (for experienced candidates) To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Resolving complaints and issues efficiently and in a timely manner of customers Handle and manage HNI clients Cross-Sales (Training products)Required Qualifications: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Only work from officeRequired skill set: In depth knowledge about the stock market industry Should be target oriented Good marketing skills Should have the zeal to learn new things/ skills Good communication skills Adaptable to dynamic situations

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

1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes

Working over Mutual Funds , Insurance , bonds , PMS & AIF Interacting with clients and portfolio designing Taking ownership of client deliverables from beginning to end Maintaining client relationship Back office operational work