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Equity Advisor
Hedge Hunter
Mumbai, Maharashtra, India2h agovia LinkedIn
About the Role
The Equity Advisor role at Hedge Hunter is a full-time, on-site position based in Mumbai. The Equity Advisor will provide equity investment advice to clients, including recommending stocks, monitoring portfolios, and adjusting strategies based on market developments. The role involves collaborating with internal teams to support client onboarding, ensure accurate execution of trades, and maintain up-to-date records of client portfolios. The Equity Advisor will work towards achieving sales and asset growth targets while maintaining a strong focus on client satisfaction and compliance with regulatory requirements.
Key Responsibilities
- Provide equity investment advice to clients.
- Recommend stocks.
- Monitor portfolios.
- Adjust strategies based on market developments.
- Analyze financial markets and company fundamentals.
- Prepare investment reports.
- Conduct client meetings.
- Respond to client inquiries.
- Collaborate with internal teams to support client onboarding.
- Ensure accurate execution of trades.
- Maintain up-to-date records of client portfolios.
- Work towards achieving sales and asset growth targets.
- Maintain a strong focus on client satisfaction.
- Maintain compliance with regulatory requirements.
Requirements & Tech Stack
- Financial research tools.
- Trading platforms.
- Standard office software.
Qualifications
- Strong knowledge of Investments, Equity Markets, and Portfolio Management.
- Ability to design and review client portfolios.
- Solid understanding of Finance principles, including financial analysis, risk assessment, and valuation concepts.
- Demonstrated Sales skills with experience in promoting investment products and meeting business development targets.
- Excellent Customer Service skills with a focus on building long-term client relationships and handling queries professionally.
- Effective communication and presentation skills, both written and verbal.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Relevant certifications (e.g., NISM, CFA level participation) are an advantage.
- Ability to work in a fast-paced environment.
- Ability to make data-driven decisions.
- Ability to adhere to regulatory and ethical standards.