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Equity Advisor

Equity Advisor

YES SECURITIES

0 years

0 Lacs

lucknow uttar pradesh india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

sales investments portfolio management finance compliance and regulatory standards

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

At YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and cutting-edge services to meet the diverse investment needs of our clients.

Role Description

This is a full-time on-site role for an Equity Advisor located in Lucknow. The Equity Advisor will be responsible for developing and managing client investment portfolios, offering expert financial advice, and building relationships with clients to understand their investment goals. Daily responsibilities will include providing personalized advice, analyzing market trends, executing equity trades, delivering exceptional customer service, and meeting sales objectives while ensuring compliance with regulatory requirements.

Qualifications

Strong skills in Customer Service with the ability to build and maintain client relationships
Knowledge and expertise in Investments, Finance, and Portfolio Management
Proven experience in Sales within the financial or investment domain
Excellent communication, interpersonal, and analytical skills
Ability to stay updated on market trends and investment strategies
Strong adherence to compliance and regulatory standards
Bachelor's degree in Finance, Economics, or a related field

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Equity Advisor