Equity Advisor Fresher Job

Company Overview

AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions.

Job Overview

We are currently seeking a dynamic and motivated individual to join our team as an Equity Advisor. As an Equity Advisor, you will be responsible for providing personalized financial advisory services to our clients. This is a full-time as well as on-site position based in Surat, Gujarat, India.

Qualifications and Skills

Fresher with less than 1 year of experience
Good communication skills
Good mathematical skills
Good grasping power
Good presentation skills
Good interpersonal skills
Client relations
Business development
Portfolio management

Roles and Responsibilities

Provide personalized financial advisory services to clients
Analyze and evaluate investment opportunities in the equity market
Create and manage investment portfolios based on clients' financial goals and risk tolerance
Stay updated with market trends and financial news
Monitor and track clients' investment performance
Maintain relationships with existing clients and identify potential new clients
Conduct market research and competitor analysis
Collaborate with the research and analysis team to identify market opportunities
Deliver presentations and reports to clients
Ensure compliance with regulatory guidelines and company policies

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.