Eqity Advisor -Primary Client Group

Location

Secunderabad | India

Job description

Company Description

Axis Securities Limited (ASL) is a subsidiary company of Axis Bank Ltd. engaging in distribution of wide range of financial solutions and broking services to retail customers. Customers can avail a wide range of lending solutions. Apart from lending solutions, Axis Direct, a brand under Axis Securities Limited, offers retail broking and investment services. ASL aims to become a key partner for marketing Axis Bank's products and leading player in the retail broking space by excelling in customer experience, innovation, productivity and process efficiency.

Role Description

This is a full-time on-site role for an Equity Advisor - Primary Client Group based in Hyderabad. The Equity Advisor will work closely with the clients to identify investment targets and help manage client portfolios. The Equity Advisor will also provide guidance on diversification strategies and risk management, evaluate market trends, and deliver customized financial solutions to the clients.

Qualifications

• Bachelor's degree or higher in Finance, Business, Economics, or related field
• Minimum of 5 years' experience in financial advisory or a similar role
• Strong understanding of equity markets, macroeconomics, and financial planning principles
• Excellent communication and interpersonal skills, ability to build strong client relationships
• Ability to work effectively in a team, as well as independently
• Strong analytical skills and attention to detail

Preferred Qualifications:

• Experience with wealth management and portfolio analysis
• Experience with retail or institutional clients
• Experience with trading systems and financial software
• Experience with regulatory compliance
• Excellent presentation skills with experience in conducting financial workshops or seminars.
• NISM certification is mandatory (F&O)

Job tags

Salary