Progress Partner

Company Description

The Equity Seeds empowers investors with strategic financial solutions and expert advisory services to navigate the stock market confidently. As a trusted franchise of PL Capital, the company specializes in delivering research-backed insights, personalized portfolio management, and diversified investment strategies. Backed by years of trading and research expertise, The Equity Seeds is dedicated to wealth creation with responsible investment practices. The company operates from Nasirabad, Ajmer.

Role Description

This is a full-time, on-site role for a Progress Partner located in Ajmer. The Progress Partner will be responsible for providing clients with expert financial advice, managing portfolios, conducting market research, and developing investment strategies. Daily tasks include data-driven analysis, creating personalized financial strategies, and ensuring compliance with SEBI regulations. The role requires close collaboration with clients to understand their goals and provide tailored solutions that align with their investment objectives.

Qualifications

• Financial Advisory and Portfolio Management skills
• Experience in conducting Market Research and developing Investment Strategies
• Strong Analytical and Data-Driven Analysis skills
• SEBI Compliance Knowledge and Ethical Practices
• Excellent Client Relationship and Communication skills
• Ability to work on-site in Ajmer
• Relevant certifications (e.g., NISM-certified) and a Bachelor's degree in Finance, Economics, or related field
• Experience in the financial industry is a plus

Skills Required

Market Research, Portfolio Management, investment strategies, Financial Advisory