Equity Advisor

Company Description

SBI Securities is an integral part of the renowned SBI Group, offering a wide range of investment products and services to meet diverse financial goals. Our offerings include equity, derivatives, mutual funds, bonds, insurance, loans, corporate fixed deposits, and Non-Convertible Debentures (NCDs). We provide a user-friendly trading platform, enabling seamless investment portfolio management for our clients. With a commitment to excellence and innovation, SBI Securities aims to empower individuals and organizations in achieving their financial aspirations.
Role Description

The Equity Advisor will play a key role in providing expert guidance to clients on equity investments and portfolio management. Daily responsibilities include understanding and analyzing market trends, delivering exceptional customer service, offering investment recommendations, and executing trades. The role involves building lasting client relationships to advise on financial strategies effectively. This is a full-time, on-site position based in Dehradun.

Qualifications

• Strong skills in Customer Service to build and maintain positive client relationships
• Proven expertise in Investments, Finance, and Portfolio Management to provide sound financial advice
• Proficiency in Sales to effectively communicate and promote investment products to clients

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Get Hired
• Knowledge of financial markets and asset classes, with the ability to analyze trends and make data-driven recommendations
• Excellent interpersonal and communication skills
• A bachelors degree in Finance, Economics, Business Management, or a related field (MBA/CFP/CFA is a plus)
• Prior experience in financial advisory or brokerage services is advantageous
• Proficiency in using trading platforms and investment tools