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Relationship Manager

Banking, Financial Services and Insurance | Equity Dealer

15,000 - 25,000 p.m | Under Graduate - Bachelor of Commerce - BANKING FINANCIAL SERVICES AND INSURANCE | Tirunelveli

tirunelveli

Gender : Female | Age Limit - 18-30 | Openings - 5 | Experience - 1-2 Years | Job Type - Regular

GOODWILL WEALTHMANAGEMENT PVT LTD

Posted Jobs Count : 6

Open Until : 31-07-2025

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Description

An Equity Advisor plays a crucial role in the financial services industry by helping clients make informed investment decisions, primarily in stocks and equity-related instruments. Here's a breakdown of the typical job role, responsibilities, and required skills for an Equity Advisor:

Skills

Dealer - Financial Institutions

Additional Skills

Market Knowledge Deep understanding of equity markets (domestic and international) Familiarity with various financial instruments: stocks, ETFs, derivatives, etc. Trading Platforms Proficiency in using trading platforms like Bloomberg Terminal, Reuters Eikon, NSE/BSE terminals, ODIN, NOW, etc. Order Execution Fast and accurate order placement and execution Understanding of different order types (limit, market, stop-loss, etc.) Research & Analysis Ability to read and interpret financial statements, charts, and market trends Use of technical and fundamental analysis to advise or take positions Risk Management Monitoring client/trading limits Applying stop-loss strategies, understanding VaR (Value at Risk), etc. Regulatory Compliance Knowledge of SEBI, NSE, BSE regulations Ensuring all trades and client dealings adhere to legal norms

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