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Equity Advisor

4.00 to 9.00 Years   Hyderabad   28 Sep, 2024
Skywings Advisors Private Limited
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 7 - 14 Lakh/Yr
IndustryBFSI
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Job Title: Equity AdvisorsLocation: HyderabadCompany: Skywings Advisors Pvt LtdPosition Overview:We are looking for an experienced Equity Advisor to join our dynamic team in Hyderabad. The ideal candidate will be a motivated professional with a strong background in equity markets and investment strategies. This role requires a minimum of 4 years of relevant experience and a passion for client engagement and financial advisory.Key Responsibilities:
    • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
    • Individually handling clients with the book size of 25 lacs & above.
    • Creation of revenue & Activation of clients through effective Advisory.
    • Cross selling of other products like Mutual fund, PMS, Insurance.
    • Handling Queries & complains of clients & solving it within TAT.
    • Acquiring new clients & retaining the old clients by periodic meetings.
    • Profiling clients by conducting in depth review of clients financial requirements, analysing information & recommending portfolios.
    • Monitoring & enhancing Advisors Advising skills through call tracking, weekly targets & meetings, con calls.
    Qualifications:
    • Education: Bachelors degree in Finance, Business, or a related field is mandatory.
    • Experience: Minimum of 4 years in equity advisor.
    • Age Limit: Maximum age of 40 years.
    • Skills: Strong analytical skills, proficiency in financial modeling, and excellent communication abilities.
    • Knowledge: Familiarity with various investment products and market trends.
    Why Join Us
    • Opportunity to work with a reputated financial services firm.
    • Competitive salary and performance-based incentives.
    • A collaborative and supportive work environment.
    • Opportunities for continuous learning and professional growth.
    Join us at Skywings Advisors Pvt Ltd and take your career to the next level as an Equity Advisor!

Keyskills :
equity marketequity brokingequity valuationequity advisory

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