Job Description

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

Designation: Equity Advisor

Roles and Responsibilities:

Execute trades on behalf of clients, aligning with their investment strategies and
preferences.

Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under
Management (AUM) product penetration.

Promote and cross-sell third-party investment products, including Insurance, Mutual Funds
(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory

Services (IAP).

Acquire new clients while maintaining and nurturing long-term relationships with existing
clients.

Conduct client meetings to review portfolio performance, provide investment
recommendations, and ensure continuous engagement.

Preferred Candidate Profile:

Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing
with an Indian broking firm.

Hands-on experience in broking with a strong understanding of financial products and
market trends.

Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth
Individuals (UHNI) clients.

Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Job Type: Full-time

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Benefits:

Food provided Health insurance Provident Fund
Schedule:

Day shift Fixed shift Morning shift
Supplemental Pay:

Performance bonus Yearly bonus
License/Certification:

* NISM 8 (Required)