RS Wealth Management Pvt. Ltd.
Website:
rswealth.in
Job details:
Company Description
RS Wealth Management Pvt. Ltd., founded in 2013, is a leading financial services provider offering comprehensive investment options, products, and services. As a member of NSE, BSE, and MCX, the company delivers advanced platforms for trading across equities, derivatives, commodities, and currencies. Catering to a diverse clientele, including corporates, HNIs, NRIs, and institutions, RS Wealth Management specializes in providing tailored financial services. With a team of highly trained professionals and continuous investments in research, the company ensures clients receive up-to-date, specialized financial advice. The organization is dedicated to maintaining trust, integrity, and exceptional client service as its guiding principles.
Role Description
This is a full-time on-site role for an Equity Advisor based in New Delhi. The Equity Advisor will be responsible for providing expert financial advice to clients, managing investment portfolios, and identifying new investment opportunities to help clients achieve their financial goals. Day-to-day responsibilities include maintaining strong client relationships, analyzing market trends, promoting financial products and services, and creating personalized investment strategies in line with clients' requirements. The role also involves collaborating with internal teams to ensure seamless service delivery and operational excellence.
Qualifications
- DO NOT APPLY IF YOU ARE NOT FROM STOCK BROKING INDUSTRY.
- Proven experience in Stock Broking.
- Dealer/wealth Manager/ Relationship Manager are only eligible for this role.
- Able to generate brokerage from the client.
- Strong skills in Customer Service and maintaining long-term client relationships
- Experience in Sales, including promoting and explaining financial products to clients
- Proficiency in Portfolio Management and executing strategies for clients' financial growth
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master’s degree or relevant certifications like CFA/CFP is preferred)
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