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Planify
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Equity Advisor

Equity Advisor

Planify

5 - 8 years

7 - 10 Lacs

gurugram

Posted:3 hours ago| Platform:

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Skills Required

market analysis nism sales client relationship management financial products equity investment analyst investment banking financial services equity advisor

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are seeking a highly motivated and results-driven Equity Advisor with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 5-8 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.

Key Responsibilities:

Client Engagement:
Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
Sell Shares & AIFs:
Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
Market Analysis:
Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
Transaction Execution:
Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
Client Relationship Management:
Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
Reporting & Compliance:
Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.

Key Requirements:

Experience:
5-8 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
Skills:
Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
Industry Knowledge:
Solid understanding of financial markets, equity securities, trading platforms, and investment products.
Sales Mindset:
A driven, target-oriented individual with a zest for selling and a passion for growing business.
Educational Background:
Must have a Finance degree, or CFA, or Professional certifications.
Attention to Detail:
Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
Team Player:
Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.

Recommended Certifications (Preferred but Not Mandatory):

NISM Series-XV: Research Analyst Certification

NISM Series XIX-C: Alternative Investment Fund Managers Certification

NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification

Chartered Alternative Investment Analyst (CAIA) Designation

CFA All Levels Cleared

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Equity Advisor

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Key Responsibilities:

Client Engagement:

Sell Shares & AIFs:

Market Analysis:

Transaction Execution:

Client Relationship Management:

Reporting & Compliance:

Key Requirements:

Experience:

Skills:

Industry Knowledge:

Sales Mindset:

Educational Background:

Attention to Detail:

Team Player:

Recommended Certifications (Preferred but Not Mandatory):

NISM Series-XV: Research Analyst Certification

NISM Series XIX-C: Alternative Investment Fund Managers Certification

NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification

Chartered Alternative Investment Analyst (CAIA) Designation

CFA All Levels Cleared

More Jobs at Planify

Equity Advisor

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