Equity Advisor

Company Description

At YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and cutting-edge services to meet the diverse investment needs of our clients.

Role Description

This is a full-time on-site role for an Equity Advisor located in Lucknow. The Equity Advisor will be responsible for developing and managing client investment portfolios, offering expert financial advice, and building relationships with clients to understand their investment goals. Daily responsibilities will include providing personalized advice, analyzing market trends, executing equity trades, delivering exceptional customer service, and meeting sales objectives while ensuring compliance with regulatory requirements.

Qualifications

• Strong skills in Customer Service with the ability to build and maintain client relationships
• Knowledge and expertise in Investments, Finance, and Portfolio Management
• Proven experience in Sales within the financial or investment domain
• Excellent communication, interpersonal, and analytical skills
• Ability to stay updated on market trends and investment strategies
• Strong adherence to compliance and regulatory standards
• Bachelor's degree in Finance, Economics, or a related field

Skills Required

Sales, Investments, Portfolio Management, Finance