Private Equity Advisor

We are seeking a highly motivated and results-driven Equity Advisor with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.

Key Responsibilities:

• Client Engagement:

  Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.

• Sell Shares & AIFs:

  Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.

• Market Analysis:

  Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.

• Transaction Execution:

  Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.

• Client Relationship Management:

  Build and maintain strong client relationships to drive repeat business and increase client satisfaction.

• Reporting & Compliance:

  Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.

Key Requirements:

• Experience:

  3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.

• Skills:

  Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.

• Industry Knowledge:

  Solid understanding of financial markets, equity securities, trading platforms, and investment products.

• Sales Mindset:

  A driven, target-oriented individual with a zest for selling and a passion for growing business.

• Educational Background:

  Must have a Finance degree, or CFA, or Professional certifications.

• Attention to Detail:

  Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.

• Team Player:

  Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.

Recommended Certifications (Preferred but Not Mandatory):

NISM Series-XV: Research Analyst Certification

NISM Series XIX-C: Alternative Investment Fund Managers Certification

NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification

Chartered Alternative Investment Analyst (CAIA) Designation

CFA All Levels Cleared