Equity Advisor

Job Title:

Equity Advisor - Broking

Location:
Pune, Head Office

Job Type:
Full-Time

The Role:
We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the stock market based on in-depth research, market trends, and financial goals. You will play a critical role in client portfolio management, revenue generation, and relationship building.

Responsibilities:

• Provide clients with expert advice on equity investments, trading strategies, and portfolio structuring.
• Execute equity and derivatives transactions as per client instructions, while ensuring best trade execution practices.
• Regularly monitor market trends, global events, and news affecting equity markets; update clients accordingly.
• Build and maintain strong relationships with existing clients to enhance retention and wallet share.
• Prepare and deliver daily/weekly/monthly market updates, research-based recommendations, and performance reports.
• Assist clients in understanding financial products and services, including equities, mutual funds, IPOs, and ETFs.
• Ensure all regulatory and compliance guidelines (as per SEBI and internal policies) are strictly followed.
• Meet or exceed business targets for revenue generation and client acquisition.
• Collaborate with internal research and sales teams to deliver value-added insights to clients.
• Strong knowledge of capital markets, equity instruments, and financial analysis.
• Excellent communication, interpersonal, and client-servicing skills.
• Ability to interpret technical and fundamental data to provide actionable investment advice.
• Proficiency in trading platforms and CRM systems.
• Target-oriented with the ability to work in a fast-paced environment.

Qualification

• Bachelor's degree in Finance, Commerce or related field.
• Minimum 1–3 years of experience in equity advisory, broking, or investment services.
• Mandatory Certifications: NISM Series VIII – Equity Derivatives

Application Process:
Please send a cover email on [email protected] provided contact detail with an attached resume. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php

Job Type: Full-time

Pay: ₹240,000.00 - ₹700,000.00 per year

Work Location: In person