INVESTMENT SOLUTIONS HUB jobs for Equity Advisor / Investment Specialist in Delhi. Last Date to apply: 09 Sep 2025
Job Description
We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.
Key Responsibilities:
- Generate revenue through client portfolio advisory in equity, derivatives, and other financial instruments.
- Develop and maintain long-term relationships with clients to ensure retention and growth.
- Stay updated with the latest market trends, research reports, and economic developments.
- Ensure strict adherence to compliance and risk frameworks as per SEBI and company guidelines.
- Regularly update clients on order status, market opportunities, and portfolio performance.
- Actively cross-sell third-party financial products like Mutual Funds, SIPs, PMS, Insurance, Bonds, FDs, and NCDs.
- Promote us to drive trading frequency and volume.
- Maintain a high activation ratio and ensure maximum number of traded clients.
- Guide and recommend investment strategies tailored to client needs and risk appetite.
- Handle HNI clients and provide personalized wealth management solutions.
- Achieve monthly and quarterly revenue targets (minimum 5X of CTC).
- Drive online demat account openings and expand the client base.
- Conduct investment awareness and training sessions for clients.
- Actively seek client referrals to grow the network.
- Engage in derivative trading strategies to improve client portfolio performance and revenue.
- Monitor client exposure limits, address queries, and resolve investment-related issues.
Candidate Requirements:
- Graduate / Postgraduate in Finance, Commerce, or related fields
- Minimum 1 year of experience in stock broking / financial advisory / wealth management
- Strong knowledge of equity markets, mutual funds, derivatives, and wealth products
- Excellent communication, client handling, and convincing skills
- NISM certification (preferable)
- Proficiency in advisory tools, mobile apps, and CRM platforms
Perks & Incentives:
- Attractive business sharing model
- Performance-based incentives across KYC, revenue, and product categories
- Opportunity to work with Delhis award-winning Company
- Regular training and growth opportunities
More information about this Equity Advisor / Investment Specialist Job
Please go through the below FAQs to get all answers related to the given Equity Advisor / Investment Specialist job
- What are the job requirements to apply for this Equity Advisor / Investment Specialist job position?
- Ans: A candidate must have a minimum of 1 to 3+ year experience as an Equity Advisor / Investment Specialist
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Equity Advisor / Investment Specialist is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Equity Advisor / Investment Specialist position?
- Ans: There are immediate 1 job openings for Equity Advisor / Investment Specialist in our Organisation.
Job Particulars
Role equity research
Who can apply Experienced (1 to 3+ Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2712407
Job Category Bank , BSc/BCA/BBM , 1 to 3 Yr Exp , Finance
Locality Address Moti Nagar
State Delhi
Country India
About Company
Our mission is to add value through active portfolio management, helping clients achieve their long-term financial goals. We accomplish this by adhering to sound investment strategies, principles, and values, while fostering a challenging and rewarding workplace for our employees. We are fully compliant with regulatory authorities such as SEBI, stock exchanges, and brokers, ensuring our operations meet the highest standards.
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