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Equity advisor

Management

28 June 20257 views

Job Role- Equity Advisor/ Dealer
Job Location – Delhi/ NCR , Punjab , Jaipur, Lucknow, Kanpur, Bareilly , Indore, Bhopal
CTC – 7 lpa
Educational Qualifications: Graduate with Minimum 50%
Experience: 1+ Years’ experience in NBFC & BFSI
Additional Certification- NISM 8 Equity derivative
Age- 30 Max

Job Description-
  1. Placing orders on behalf of customers - Terminal handling
  2. Providing advisory services- AUM product penetration
  3. Responsible to generate brokerage primarily through advising clients on their equity
    portfolio
  4. Cross selling of third party investment products ( Insurance, MF, PMS, SIP’s,TGS,AIF, Bonds, FD, Unlisted shares, IAP etc)
  5. Responsible for generating revenue from Third party product.
  6. New Client Acquisition & retention
  7. Client Meeting

Other –
Target - 5x

DESIRED SKILL SET:
• Equity Market Knowledge
• Able to Understand Market Reports and share Information with Clients.
• Effective Communication Skills.
• GENERAL COMPETENCIES:
• Positive attitude, socially effective, high level of perseverance and patience
  • Experience
    Required
  • Languages
    English – Advanced
  • Employment
    Full-time
  • Starting time
    Immediate start!

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ConsultantDelhi

Finance • More than 250 Employees

Hiring on JOB TODAY since June, 2025

Recuritment agaency , aquiring talent

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Pooja BhatiActive 7 days ago
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