Equity Advisor
Year Surat, Gujarat, India
Job Description
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As a Equity Advisor, you will play a vital role in empowering our clients to make informed investment decisions and build wealth through strategic equity investments. Responsibilities:
- Develop and nurture strong, long-term relationships with a high-net-worth (HNW) client base.
- Conduct in-depth client consultations to understand their financial goals, risk tolerance, and investment timeframes.
- Craft personalized investment plans and recommend suitable equity instruments (direct stocks or mutual funds) based on a comprehensive financial analysis.
- Regularly communicate with clients, providing market updates, portfolio performance reviews, and ongoing investment guidance.
- Possess a deep understanding of the Indian equity markets, including fundamental and technical analysis tools.
- Continuously research and evaluate potential investment opportunities across various sectors and companies.
- Stay abreast of current market trends, economic indicators, and regulatory changes that may impact client portfolios.
- Develop and maintain a strong knowledge base of the company\'s investment products and services.
- Proactively identify and acquire new HNW clients seeking equity investment solutions.
- Contribute to the achievement of branch/departmental sales targets through effective client acquisition strategies.
- Build strong relationships with referral partners like wealth managers and financial planners.
- Adhere to all SEBI regulations, company policies, and ethical investment practices.
- Maintain accurate and confidential client records, ensuring data privacy and security.
- Health insurance
- Provident Fund
- Day shift
- Performance bonus
- Yearly bonus
- Bachelor\'s (Required)
- Equity Advisor: 1 year (Preferred)
- Securities: 1 year (Preferred)
- NISM (Preferred)
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Job Detail
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Job IdJD3333074
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSurat, Gujarat, India
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EducationNot mentioned
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ExperienceYear