Senior Equity Advisor

Role Description

This is a full-time on-site role for a Senior Equity Advisor located in the Greater Kolkata Area. The Senior Equity Advisor will be responsible for providing strategic investment advice, managing client portfolios, conducting in-depth financial analysis, and delivering top-tier customer service. The role involves developing and maintaining relationships with clients, identifying market opportunities, and ensuring clients' investment objectives are met through personalized recommendations.

Qualifications

• Strong expertise in Investments, Finance, and Portfolio Management
• Proficiency in Customer Service and Sales skills
• Ability to analyze market trends and develop investment strategies
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, Business, or a related field
• Minimum of 5 years experience in equity advisory or a similar rolE
• NISM QUALIFIED