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Equity Advisor

0 years

0 Lacs

Posted:4 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

HP FINCORP, established in 2009, is a certified wealth management firm with over 2,500 clients. Recognized by NSE and AMFI, we specialize in wealth management, mutual funds, and insurance consultancy. Our experienced team of financial advisors provides comprehensive financial advisory services, offering investment options based on clients' long-term and short-term goals. Our mission is to deliver effective financial solutions to ensure a secure retirement for our clients.

Role Description

This is a full-time, on-site role for an Equity Advisor based in Surat. The Equity Advisor will be responsible for providing expert financial advice, developing investment strategies, and managing client portfolios. Day-to-day tasks include meeting with clients, conducting financial assessments, recommending investment options, and ensuring clients' financial goals are met. This position requires continuous learning and staying updated with market trends.

Qualifications

  • Strong Customer Service and Sales skills
  • Expertise in Investments and Finance
  • Proficiency in Portfolio Management
  • Excellent analytical and problem-solving abilities
  • Ability to communicate complex financial concepts clearly
  • Bachelor’s degree in Finance, Economics, or a related field; professional certifications (e.g., CFP) are a plus
  • Experience in financial advisory services is highly desirable

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