Equity Advisor
Equity Advisor
Posted on :
07-06-2025
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1 Vacancy
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Job Description
The Equity Advisor is primarily responsible for :
Acquiring Large Trader Clients with high margin
Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities
Ensuring efficient and prompt management of orders based on customer request
Generating leads Selling/ advising third party products like Health Insurance SIPs Life Insurance Mutual funds
Day to day coordination with RMS Activation Team Surveillance and various other departments for smooth functioning of branch.
Day to day approvals w.r.t to limits commercials
Shifting offline customers to online.
The critical skill sets required to meet these challenges are strong understanding of equity markets basic understanding of options and derivatives meticulousness pro-activeness ability to work under pressure and superior communication skills. Comfort with OMNESYS ODIN NEAT BOLT is highly preferable. The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.
KRAs:
1-Acquire new customers and generate broking revenues as per targets
2-Strictly follow the Deal Desk Process-To operate the Trading software for BSE NSE MCX NCDEX (Equity-F&O SegmentCommodity and Currency) handle trading accounts of clients and execute orders as per client request.
To ensure documentation formalities like KYC profiling of new clients with all the necessary details
To ensure efficient and prompt management of orders execution of transactions and reporting of trades in Equities Equities IPOs and Equities related products.
To participate in daily research calls and keep all customers updated with In-house research recommendations only.
To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.
To maintain a symbiotic relationship with all the internal stakeholders such as RMS Surveillance funds and Ops teams for resolution of all trade and funds related issues.
To ensure settlement of daily obligations and advise the clients on their margins limits on mark to market losses brokerages margins available etc.
To strictly adhere to all risk & surveillance and Deal desk processes.
To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.
To encourage clients to download mobile app/browser transact access reports and information pertaining to their account on the internet.
3-Activate new clients for broking relationships and ensure seamless servicing
4-Cross Sell of companys Products
Requirements
Candidate should be local and minimum 2 years of experience from any Broking industry.
NISM -8 mandatory
Graduation
Client Acquisition
Age-Max 40
CIBIL-650
Location-Kanpur Lucknow Chandigarh Ludhiana Delhi Gurgaon Jaipur.
Benefits
As per Industry
Candidate should be local and minimum 2 years of experience from any Broking industry. NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.
Education
Graduate/Post Graduate
Employment Type
Full Time
Key Skills
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