Job Description

Company Overview

AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions.

Job Overview

We are currently seeking a dynamic and motivated individual to join our team as an Equity Advisor. As an Equity Advisor, you will be responsible for providing personalized financial advisory services to our clients. This is a full-time as well as on-site position based in Surat, Gujarat, India.

Qualifications and Skills

• Fresher with less than 1 year of experience
• Good communication skills
• Good mathematical skills
• Good grasping power
• Good presentation skills
• Good interpersonal skills
• Client relations
• Business development
• Portfolio management

• Provide personalized financial advisory services to clients
• Analyze and evaluate investment opportunities in the equity market
• Create and manage investment portfolios based on clients\' financial goals and risk tolerance
• Stay updated with market trends and financial news
• Monitor and track clients\' investment performance
• Maintain relationships with existing clients and identify potential new clients
• Conduct market research and competitor analysis
• Collaborate with the research and analysis team to identify market opportunities
• Deliver presentations and reports to clients
• Ensure compliance with regulatory guidelines and company policies

Expertia AI Technologies