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Position Details:
Position Equity Advisor @ Cogniz Capital Pvt Ltd
Company Name Cogniz Capital Pvt Ltd
Location Mumbai, India
Job Type Equity Advisor
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : COGNIZ CAPITAL PVT LTD, started in 2012, Equity Research & Fund Management aims to be an Equity Investment & Risk Analytics Company. It has the best-in-class Equity research resources, tools & team to deliver to its clients not only wisdom in the arena of investment management, but also address holistically their Risk to Returns needs by leveraging various asset classes like Equity, Debt, Structure Finance, Realty & Bonds apart to corporate solutions in the area of Capital Markets, Equity and M&A. Our Head Office at Mumbai.

Job Location : Mumbai

Job Profile & Responsibilities : 

  • Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products. [Eg. Equity, Derivatives, etc.]
  • The Job involves Equity Research, Financial Analysis & Stock Market Tracking.
  • Acquisition of Clients and advising on Private Banking/ wealth management servicesthrough products like mutual funds, advice on direct equity and derivatives etc.
  • Responsible for to Open New D-Mat accounts for the Customer interested in Equity & Trading.
  • She/He has to advise customer on new Stocks & Derivatives those are traded in the Market.
  • She/He has to Track the performance of stocks of Respected Customers and intimate the same to the Clients Once or Twice in a month.
  • She/He has to Churn Customer’s Portfolio to generate High Revenue.
  • She/He has to Provide the Weekly Report on performance of Portfolio of different customers to the VP once in a Week.

Candidates Profile 

  • Graduate With CFP ( Minimum 3 Modules Completed)
  • Thorough understanding of the securities industry including equity and option trading.
  • Excellent Communication Skills.
  • Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation.
  • Must have positive and professional customer service attitude.
  • Utilize independent decision-making skills to handle and resolve issues.
  • Excellent organizational skills, with the ability to handle multiple tasks.
  • Must be focused on bottom line performance and constantly looking at ways to improve overall performance, customer satisfaction and entire customer experience.
  • Ability to work in a dynamic, fast-paced and deadline-oriented environment.

Salary : Salary scale of Rs 2,00,0000 + Bonus + Perks For Fresher. Experienced candidates from same industry can get Rs 3,50,000 Annual CTC + Bonus + Perks

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 10/06/2017

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