Equity Advisor- Retail

Skywings Advisors; Chennai District, Bengaluru, Thiruvananthapuram; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Incentives

Job summary

Skywings Advisors is seeking a skilled professional to execute equity and derivatives trades and provide tailored investment guidance to clients in a fast-paced wealth management environment.

The role emphasizes client-facing client relationships, cross-selling financial products, and delivering market insights to align with client needs. A strong understanding of equity markets and cross-sell capabilities is essential.

Qualifications

• At least 1 year of experience in equity advisory/dealing, broking, or investment services with cross-selling exposure.
• Client-facing capital market roles.
• NISM 8/16 certification required.

Responsibilities

• Execute equity and derivatives trades on behalf of clients.
• Provide investment guidance and market insights aligned with client needs.
• Cross-sell products such as Equity & Derivatives, Mutual Funds, IPOs and other wealth and investment solutions.

Skills

Client-facing capital markets

Cross-selling

Equity & derivatives trading

Communication

Education

NISM 8/16 certification

Job description

Execute equity and derivatives trades on behalf of clients.

Provide investment guidance and market insights aligned with client needs.

Cross-sell products such as: Equity & Derivatives, Mutual Funds, IPOs & other wealth and investment solutions.

Required Candidate profile

• Min. 1 year of experience in Equity advisory/dealing, broking, or investment services with cross-selling exposure.


• Client-facing capital market roles.


• NISM 8/16 certification.

Perks and benefits

• Incentives