Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor CTC: Upto 10 LPA Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). • Acquire new clients while maintaining and nurturing long-term relationships with existing clients. • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. • Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

Position: Channel Manager / BDM- Partner Alliances Location: Kolkata, Mumbai, Delhi, Hyderabad and Bangalore Experience : Minimum 1-5 years in a similar role Job Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners. The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets. Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the distributors. Help distributors on joint calls. Key Skills & Requirements: Minimum 2 years in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to engage, and support partners effectively. Willingness to continuously update knowledge on capital markets and investment trends. Goal-driven, with a passion for achieving and exceeding sales targets. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential.