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Equity Advisor / Sr, Equity Advisor

3 - 8 years

4 - 8 Lacs

Bengaluru Hyderabad Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Equity Advisor Investment Portfolio Management Third Party Products Mutual Funds Sales Equity Broking HNI Acquisition Financial Advisory Equity dealer Marketing Stock Broking NISM Sales HNI Sales Equity Advisory Equity Sales Investment Advisory Securities

Work Mode

Work from Office

Job Type

Full Time

Job Description

Performing with high-net-worth customers , a PCG advisor will create enduring relationships by offering individualized investment solutions, financial planning, and market intelligence. Become a member of our exclusive Priority Client Group and use your knowledge and service to assist clients increase their wealth. What You'll Do: Oversee and expand a portfolio of high-end customers Offer professional financial guidance and customized investment plans. Keep up with product knowledge and market developments. Assure excellent customer pleasure and confidence What We Are Seeking: Good advisory and communication skills 3+ years exp. in the Financial and broking field with NISM VII A relationship-driven and goal-oriented mindset Reasons to Join Us: Competitive pay and benefits Exposure to premium clientele Opportunities for learning and career advancement Interested candidate can share their resume at :: shraddha@tekpillar.com | +91 84888 33693

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