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Equity Advisor

Circle Consulting


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2-5 Years
a month ago
132 Viewed
2 Applied

Job Description

We are seeking a dynamic and experienced individual to join our team as an Advisor on our NRI Desk. The successful candidate will be responsible for advising and executing orders on behalf of clients on equity, derivatives, and option strategies. Additionally, they will manage a portfolio of NRI clients, understand their financial goals, and suggest suitable portfolio strategies that may include products like Private Equity, PMS, Mutual Funds, and AIFs. Revenue generation primarily through brokerage and TPP will be a key responsibility.

Skillset Required:

Minimum 2-3 years of relevant work experience in trading (on terminal) and advising.
Strong knowledge of investment products and financial markets.
Ability to handle a reasonable book /Pre-Existing AUM.
Self-starter, proactive, and target-oriented mindset.
If you possess the required skills and experience and are looking for an exciting opportunity in the financial sector, we encourage you to apply.

We are a pioneer in recruitment and manpower solutions in Bengaluru. Having an expansive knowledge with 15+ years of hands-on experience we are a one stop shop for your needs and requirements. Excelling in everything we do we are target oriented, self-motivated and a passionate team.


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