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On-site

Job Type

Full Time

Job Description

Company Description

Profitence Wealth is a Investment advisory firm based out in Surat dealing in Equity, Mutual Funds, Insurance, PMS/AIF, Bonds distribution and services.


Role Description

This is a full-time, on-site role for an Equity Advisor located in Surat. The Equity Advisor will be responsible for providing investment advice to clients, managing their portfolios, and ensuring high levels of customer satisfaction. The role includes daily tasks such as analyzing market trends, recommending investment opportunities, and collaborating with the sales team to achieve financial goals.


Qualifications

  • Customer Service and Sales skills
  • Experience in Investments, Finance, and Portfolio Management
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work effectively in a team environment
  • Bachelor's degree in Finance, Economics, Business, or a related field


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