Stock Advisor / Dealer – Finance & Trading

About the role

We are looking for an experienced Stock Advisor / Dealer to join our finance team in Bhopal. The successful candidate will guide clients on investment opportunities, manage their stock portfolios, and execute trades while staying abreast of market dynamics.

Key responsibilities

• Provide clients with advice on investment opportunities, market trends, and financial planning.
• Manage and monitor client portfolios to ensure alignment with goals and risk tolerance.
• Execute buy and sell orders for stocks and other securities on behalf of clients.
• Conduct in‑depth research and analysis of financial markets, economic trends, and company performance.
• Prepare detailed reports and presentations on investment performance and market conditions.
• Ensure all trading activities comply with regulatory requirements and company policies.
• Build and maintain strong client relationships, delivering exceptional service.
• Continuously update knowledge of industry developments, new financial products, and regulatory changes.

Required profile

• Bachelor’s degree in Finance, Economics, Business Administration or related field (preferred).
• Master’s degree or professional certifications such as CFA or CFP are a plus.
• Valid NISM Certificate in Equity Derivatives; knowledge of commodity derivatives and currency segment is advantageous.
• Proven experience as a stock advisor, dealer, or similar role in financial services.

Required skills

What we offer

• Competitive salary.
• Performance‑based bonuses.