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Talengage
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Equity Advisor

Equity Advisor

Talengage

3 - 15 years

0 Lacs

maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

equity trading derivatives advisory on broking investments finance expertise sales portfolio management skills strong analytical problemsolving skills excellent communication interpersonal skills ability to work independently as part of a team

Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining our client, a leading NBFC, in Mumbai as an Equity Advisor / PCG Advisor with an experience range of 3 to 15 years. As an Equity Advisor, your primary responsibility will be to offer investment advice, handle client portfolios, and provide top-notch customer service. Your daily tasks will involve evaluating clients" financial positions, suggesting investment strategies, managing portfolios, and meeting sales objectives. Your role will entail providing guidance on broking, equity, trading, and derivatives, leveraging your expertise in investments and finance. Your strong sales and portfolio management skills will be essential in this position, along with your adept analytical and problem-solving abilities. Effective communication and interpersonal skills are crucial for interacting with clients and colleagues, while your capability to work both independently and collaboratively within a team will be key to your success. A Bachelor's degree in Finance, Economics, or a related field is required for this position, and any prior experience in the financial industry would be considered advantageous.,

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Equity Advisor