Equity Manager

We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.

This is a great opportunity for someone who enjoys guiding investors and helping them make informed decisions in the equity market.

Key Responsibilities :

Build and maintain long-term relationships with clients to understand their financial goals.

Execute trades across equity and derivative segments with accuracy and timeliness.

Share daily market updates, investment recommendations, and research insights with clients.

Analyze market trends, stock performance, and portfolio health to optimize returns.

Acquire new clients through leads, referrals, and networking.

Ensure all advisory and trading activities comply with SEBI and exchange regulations.

Maintain strong coordination with the research and operations team for client servicing.

Skills & Requirements :

Graduate or Postgraduate in Finance, Commerce, Economics, or related field.

NISM Series VII (Equity Derivatives) certification preferred.

Minimum 1–5 years of experience in equity dealing, advisory, or investment sales.

Strong understanding of stock markets, trading platforms, and client engagement.

Excellent communication and relationship-building skills.

Career Growth :

Equity Advisor → Senior Equity Advisor → Wealth Manager → Branch Manager

Why Join Us :

Work with one of India’s most trusted financial brands.

Performance-based incentives and recognition.

Continuous learning, NISM sponsorship, and skill development programs.

Transparent and growth-oriented work environment.

To Apply : Send your updated resume to shraddha@tekpillar.com or WhatsApp +91 93289 61657.

Join us and empower investors to make smarter market decisions.