Equity advisor
Confdential • delhi, delhi • Posted June 19, 2026
About the Role
Job Role:
Responsible for engaging with inactive clients on a daily basis.
Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
To keep abreast with the market knowledge and market intelligence.
Responsible to ensure all activities are in adherence as per Compliance & Risk.
Provide regular updates to the immediate superior as and when required.
Maintaining regular MIS reports on daily basis.
Skill
s Graduate / Post graduate with overall experience of 3- 10 yrs, with minimum 3 - 5 yrs exp in Equities in a client advisory sid
e Should have sound understanding of capital markets
. Sho...
Responsible for engaging with inactive clients on a daily basis.
Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
To keep abreast with the market knowledge and market intelligence.
Responsible to ensure all activities are in adherence as per Compliance & Risk.
Provide regular updates to the immediate superior as and when required.
Maintaining regular MIS reports on daily basis.
Skill
s Graduate / Post graduate with overall experience of 3- 10 yrs, with minimum 3 - 5 yrs exp in Equities in a client advisory sid
e Should have sound understanding of capital markets
. Sho...