Advisor / Consultant
C E Data Solutions
Advisor / Consultant
C E Data Solutions
Akkayyapalem, Visakhapatnam
₹15,000 - ₹80,000 monthly*
Fixed
₹15000 - ₹35000
Average Incentives*
₹45,000
Earning Potential
₹80,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic English
Job Details
Walk-in Details
Job highlights
Walk-in interview
Date: 14 Mar 2026 - 27 Mar 2026 | Time: 09.00 am - 08.00 pm...See details
Urgently hiring
104 applicants
Benefits include: Travel Allowance (TA), Petrol Allowance
Job Description
You are hiring for M/S:- EQUITY EYES AI-BOT TRADING & SIGNALS
Financial Services Advisor manages client investment portfolios, executes trades, and develops personalized financial plans focusing on wealth management, retirement, and tax optimization. Earning Opportunity, Compounding Interest & Returns, Pitching Investments, Meet & Greed with client, New Enquiry generation, Customers Follow-up, Financial Product explore & Registration.
Key Responsibilities
- Portfolio Management & Trading: Buy and sell securities (stocks, bonds, mutual funds) to align with client risk tolerance and financial goals.
- Client Advisory: Assess client financial situations, create comprehensive financial plans (investment, retirement, tax, estate planning), and monitor performance.
- Business Development: Cultivate a client base, identify prospects, and close new business opportunities.
- Compliance: Adhere to regulatory standards, including Know Your Customer (KYC) and Anti-Money Laundering (AML) policies.
- Reporting: Prepare investment performance reports and communicate market updates regularly.
Job role
Work location
4th floor, Dronam Arcade Apartment, Rly New Colony, Oppsite Sree Kanya Theatre, Beside of KVR Function Hall, Visakhapatnam. Akkayyapalem, Visakhapatnam
Department
Sales & BD
Role / Category
Sales Support & Operations
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Convincing skills, Sales, Channel sales, Digital/Online Marketing, Team building, Training and support, Marketing professional, Investing funds, Sales networking, Finanacial services, Community development, Communication management, Finance Schemes, Investment Advisory
English level
Basic English
Regional language
Fluent in speaking Telugu, Hindi
Age limit
21 - 50 years
Gender
Any gender
Walk-in interview details
Apply for the job and call HR to confirm your interview
Date
14 Mar 2026 - 27 Mar 2026
Time
09.00 am - 08.00 pm
Other instructions
CV attached with passport size photo must. ID or Adhaar Card Must.
About company
Name
C E Data Solutions
Address
4th floor, Dronam Arcade Apartment, Rly New Colony, Oppsite Sree Kanya Theatre, Beside of KVR Function Hall, Visakhapatnam. Akkayyapalem, Visakhapatnam
Job posted by C E Data Solutions
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