Company Description
Jainam Broking Limited is a comprehensive financial services provider offering a variety of solutions, including equity trading, commodity trading, research and analysis, wealth management advisory, E-broking, and E-KYC services. The company also specializes in customizing financial services for non-resident Indians, making it a one-stop destination for diverse financial needs. With its expertise and customer-centric approach, Jainam Broking Limited delivers efficient and tailored solutions.
Role Description
This is a full-time on-site role based in Durgapur for an Equity Advisor. The primary responsibilities include providing financial advice related to equities, guiding clients through investment strategies, and managing their portfolios effectively. The Equity Advisor will also engage in customer service, deliver market insights, and work collaboratively with the sales team to grow and maintain client relationships.
Qualifications
- Proficiency in customer service, with strong interpersonal and communication skills
- Understanding of investments and financial markets, including equity trading trends
- Sales skills with the ability to build and maintain client relationships
- Knowledge of portfolio management and the ability to provide strategic investment advice
- Relevant education or certifications in Finance, Economics, or a related field
- Analytical and problem-solving skills to develop tailored financial strategies
- Experience in the financial services industry is advantageous
