Portfolio Strategist

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 :

Career Growth :

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

Why Join Us :

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.