Equity Advisor

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

Full time