Equity Advisor for Kolkata, Guwahati, Bhubaneshwar & Raipur.

InstaTalent Recruit LLP; Kolkata District; On-site; INR 500,000 - 800,000; Full time

Job summary

InstaTalent Recruit LLP is seeking an Equity Advisor for their Kolkata office. The role involves advising clients on their equity portfolios for both long-term investments and positional trading strategies. The ideal candidate will have 1-2 years of experience in equities advisory and a strong understanding of capital markets.

This full-time position requires strong networking skills, a proactive approach, and the ability to maintain long-term client relationships. NISM Currency Derivatives certification is mandatory.

Qualifications

• 1-2 years of experience in client advisory for equities.
• Sound understanding of capital markets required.
• Proactive, result-oriented, and self-starter.

Responsibilities

• Advise clients on equity portfolios for long-term investments.
• Generate brokerage through trading ideas for short/medium terms.
• Maintain long-term customer relationships and retention.

Skills

Client advisory in equities

Understanding of capital markets

Networking and relationship building

Communication skills

Education

Graduate/Post Graduate

Tools

NISM Currency Derivatives Certification

Job description

Equity Advisor for Kolkata, Guwahati, Bhubaneshwar & Raipur.

• Full-time
• Broking Company

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long‑term investments as well as positional trading ideas in stocks for short/medium term. Keep abreast with market knowledge and market intelligence. Ensure all activities are in adherence to Compliance & Risk. Develop and maintain long‑term relationships with customers to maintain a high level of retention of existing customers and also focus on generating new business.

Qualifications

• Graduate/Post Graduate with minimum 1–2 years experience in Equities on the clients’ advisory side.
• Should have sound understanding of capital markets.
• Should be result‑oriented, self‑starter, proactive.
• Should possess strong networking and relationship building skills and good communication skills.
• Should be NISM Currency Derivatives certified (Series 8).

Additional Requirements

• F2F interview is mandatory.
• Need to share the incentive earning sheet/document.

Job Location

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