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Bharat HR

Equity Advisor

Bharat HR

Posted

yesterday

Pune, Maharashtra, India

Onsite

INR 30K

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

We are looking for an Equity Advisor to help clients manage their investments in Pune, Maharashtra. The role entails advising clients on effective trading strategies and investment opportunities. You will be responsible for developing and maintaining client relationships while keeping abreast of market trends. Ideal candidates should have a strong understanding of investment vehicles and a passion for helping clients achieve their financial goals.

About Company

Bharat HR is a premier recruitment firm focused on connecting talented professionals with leading organizations in India.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Understanding of equity markets
  • Client management experience
  • Analytical skills

Responsibilities

  • Advise clients on investment strategies
  • Manage client portfolios
  • Conduct market analysis
  • Develop financial plans
  • Monitor and report on market trends
  • Engage in client communication
  • Provide insights on equity products

Must Have skills

Financial analysisClient relationship managementCommunicationMarket researchNegotiation

Nice To Have Skills

Sales experienceRisk assessmentInvestment knowledgeTechnical analysisPresentation skills

Tools Knowledge Requried

ExcelInvestment softwareCRM systems

Job Keywords

EquityInvestment advisorFinanceClient relationsMarket analysis

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