Equity Advisor (1-7 Years)

Investment solutions hub

Key Responsibilities:

Generate brokerage by advising clients on their equity portfolios.

Develop and maintain long-term relationships with clients to retain existing customers and generate new business.

Stay constantly updated with market knowledge.

Ensure all activities comply with risk and compliance frameworks.

Keep clients updated on their orders and market trends.

Cross-sell third-party products such as mutual funds, SIPs, and PMS.

Execute orders on behalf of clients and ensure high trade volumes and frequent trading.

Promote research calls to increase trading volume and frequency.

Maintain a high activation ratio and a large number of traded clients.

Recommend and guide clients on investment strategies.

Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs.

Monitor client exposure limits and resolve client queries regarding market and investment.

Focus on generating new business and client base.

Ensure the opening of online demat accounts.

Maintain relationships with trading customers.

Handle and manage HNI clients.

Achieve revenue targets that are 5 times the cost to the Company (CTC).

Conduct stock market training sessions for clients to boost their investment knowledge and capabilities.

Efficiently manage the process of opening new demat accounts for clients.

Solicit and manage client references to expand the client base.

Engage in derivative trading to enhance client portfolio performance and company profits.

Preferred Candidate Profile:

Ability to speak in the local language and English.

Graduate from a recognized university or college.

Strong product knowledge and understanding of the capital market.

Minimum of 1 year of experience in equity broking.

Holds the latest NISM 8 certificate.

Understanding of the local market and captive client base.

Basic computer knowledge, including email and Microsoft Office.

Good operational knowledge and attention to detail.

Process orientation and knowled

• Experience

  1 - 7 Years

• No. of Openings

  5

• Education

  Diploma

• Role

  Equity Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Plot No. 1, Off No. 2, Leftside, 1st Floor, Block E, Khasra No. 2769/738, Kailash Park,Ramesh Nagar