Equity Advisor

This is a full-time on-site role in Surat for an Equity Advisor. The Equity Advisor will be responsible for day-to-day tasks associated with customer service, investments, finance, sales, and portfolio management. The Equity Advisor will also be responsible for developing and maintaining strong relationships with clients, assisting clients with financial planning, and recommending appropriate investment strategies.

• Strong customer service skills and ability to manage client relationships
• Experience in finance and investments, including equity broking and portfolio management
• Proven sales track record with the ability to meet or exceed targets
• Excellent communication, negotiation, and interpersonal skills
• Bachelor's degree or equivalent in Finance, Economics, Business Administration, or other related fields
• Relevant certification such as NISM, CFA, or CA would be a plus