Equity Advisor - (Equity & Broking Dealer)

Kotak Securities (KSL); Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Securities (KSL) is seeking Equity Advisors to grow HNI portfolios within its wealth management and stock market advisory team. You will advise on equity investments, trading strategies, mutual funds, and wealth products while targeting AUM and revenue growth.

The role requires 2–7 years in equity advisory or related fields, strong communication and sales skills, and NISM certification preferred. Join a premier wealth team in Pune, focusing on client engagement and compliant wealth

Qualifications

• 2-7 years of experience in Equity Advisory, Wealth Management, Broking, or Investment Advisory.
• Strong knowledge of Equity Markets, Mutual Funds, PMS/AIF, and Wealth Products.
• Excellent communication, relationship management, and sales skills.
• NISM certification preferred.

Responsibilities

• Manage and grow client investment portfolios to achieve AUM and revenue targets.
• Advise clients on equity investments, trading strategies, mutual funds, and wealth products.
• Understand client financial goals and risk appetite to recommend suitable investment solutions.
• Generate brokerage revenue through long-term investment and short/medium-term trading ideas.
• Build strong client relationships, ensure high retention, and acquire new business opportunities.
• Conduct regular client reviews, provide market updates, and identify cross-selling opportunities.
• Collaborate with Relationship Managers to enhance client engagement and business growth.
• Ensure compliance with regulatory and risk management guidelines.

Skills

Equity markets knowledge

Mutual funds knowledge

PMS/AIF knowledge

Wealth products knowledge

Communication skills

Sales skills

Job description

Hiring Equity Advisors | Grow HNI Portfolios | Wealth Management & Stock Market Experts Wanted

Job Responsibilities:

• Manage and grow client investment portfolios to achieve AUM and revenue targets.
• Advise clients on equity investments, trading strategies, mutual funds, and wealth products.
• Understand client financial goals and risk appetite to recommend suitable investment solutions.
• Generate brokerage revenue through long-term investment and short/medium-term trading ideas.
• Build strong client relationships, ensure high retention, and acquire new business opportunities.
• Conduct regular client reviews, provide market updates, and identify cross-selling opportunities.
• Collaborate with Relationship Managers to enhance client engagement and business growth.
• Ensure compliance with regulatory and risk management guidelines.

Requirements:

• 2-7 years of experience in Equity Advisory, Wealth Management, Broking, or Investment Advisory.
• Strong knowledge of Equity Markets, Mutual Funds, PMS/AIF, and Wealth Products.
• Excellent communication, relationship management, and sales skills.
• NISM certification preferred.