Equity Dealer

Company Description

Anand Rathi Share and Stock Brokers Ltd. is a leading full-service investment bank founded in 1994, providing a wide range of financial services and wealth management solutions to institutions, corporations, and high-net-worth individuals. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, the company has become a prominent player in the financial services sector. Employing over 4,000 professionals, Anand Rathi delivers expert research, strategic investment advisory, and personalized solutions tailored to diverse client needs. The organization offers a variety of investment services through both advanced digital platforms and physical branches to help clients optimize their investment strategies.
Role Description

This is a full-time, on-site Equity Advisor role based in Patna. The Equity Advisor will provide personalized investment advice to clients, manage their financial portfolios, and recommend suitable investment strategies. The role requires identifying and promoting financial products, building strong client relationships, and ensuring exceptional customer service. The advisor will also stay updated with market trends to share accurate financial and investment insights with clients.
Qualifications

• Expertise in Finance, Investments, and Portfolio Management.
• Experience in Customer Service and Sales to build and maintain strong client relationships.

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  Strong communication and interpersonal skills to deliver effective financial guidance.
• A solid understanding of investment products and market trends.
• Proven ability to achieve sales targets and drive client satisfaction.
• Bachelors degree in Finance, Business Administration, or a related field is preferred.
• Relevant certifications in finance or investment advisory (e.g., NISM or similar) will be an advantage.