Verified Job
Advertising - Public Relations
Equity Advisor
Advertising - Public Relations
#725636
Remote / WFH
Jainam
Job Description
ompany Description Jainam is dedicated to paving the path to a more confident future for traders and investors by offering guidance, tools, and services that support informed financial decisions. The company focuses on empowering clients to navigate the markets with greater clarity and assurance. Jainam provides a range of broking and investment solutions designed to meet the needs of both new and experienced market participants. Interested applicants can explore more about Jainam’s services and initiatives through its online platforms, including linktr.ee/jainambroking.
Role Description The Equity Advisor role at Jainam is a full-time, on-site position based in Jaipur. The Equity Advisor will guide clients on equity investments, analyze market trends, and recommend suitable stocks and strategies aligned with client risk profiles and financial goals. Daily responsibilities include monitoring client portfolios, providing regular performance updates, resolving client queries, and ensuring a high standard of customer service. The role also involves collaborating with the sales team to support client acquisition, conducting market research, and staying current with regulatory and market developments to deliver responsible advice.
Qualifications
• Strong customer service skills and a client-focused approach to building and maintaining relationships.
• Knowledge of investments and finance, including equity markets, financial instruments, and risk-return principles.
• Experience in sales activities related to financial products or services, with the ability to explain complex concepts clearly.
• Understanding of portfolio management practices, including asset allocation, diversification, and performance tracking.
• Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; relevant certifications (e.g., NISM, NSE, SEBI-related) are an advantage.
• Strong analytical and numerical skills, with proficiency in using trading platforms and basic office software.
• Ability to work on-site in Jaipur, manage time effectively, and adhere to ethical and regulatory standards.
Role Description The Equity Advisor role at Jainam is a full-time, on-site position based in Jaipur. The Equity Advisor will guide clients on equity investments, analyze market trends, and recommend suitable stocks and strategies aligned with client risk profiles and financial goals. Daily responsibilities include monitoring client portfolios, providing regular performance updates, resolving client queries, and ensuring a high standard of customer service. The role also involves collaborating with the sales team to support client acquisition, conducting market research, and staying current with regulatory and market developments to deliver responsible advice.
Qualifications
• Strong customer service skills and a client-focused approach to building and maintaining relationships.
• Knowledge of investments and finance, including equity markets, financial instruments, and risk-return principles.
• Experience in sales activities related to financial products or services, with the ability to explain complex concepts clearly.
• Understanding of portfolio management practices, including asset allocation, diversification, and performance tracking.
• Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; relevant certifications (e.g., NISM, NSE, SEBI-related) are an advantage.
• Strong analytical and numerical skills, with proficiency in using trading platforms and basic office software.
• Ability to work on-site in Jaipur, manage time effectively, and adhere to ethical and regulatory standards.
