FAQs
What qualifications are required for the Equity Advisor position?
The mandatory education is Graduation (10+2+3), along with 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry. Additionally, NISM 8 certification: Equity Derivatives is mandatory.
What skills are necessary for success in this role?
Strong skills in investment research, portfolio management, risk assessment, market trends analysis, equity valuation, asset allocation, and exceptional client relationship management are necessary. Familiarity with trading platforms like OMNESYS, ODIN, NEAT, and BOLT is also preferred.
What are the responsibilities of an Equity Advisor at Aditya Birla Money Ltd.?
Responsibilities include acquiring large trader clients, executing transactions in equities (cash and derivatives), managing order requests, generating leads for third-party products, coordinating with various departments, motivating customers to transact, and ensuring adherence to surveillance and risk processes.
Is previous experience in the broking industry mandatory for this position?
Yes, a minimum of 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry is required.
What is the work environment like for this position?
The position is mid-level and full-time, based in Bangalore, within a highly regulated and competitive environment in the equity broking industry.
What types of products will an Equity Advisor be expected to sell or advise on?
An Equity Advisor will be expected to sell and advise on various products, including equities, currency and commodity products, as well as third-party products like health insurance, systematic investment plans (SIPs), life insurance, and mutual funds.
How does the Equity Advisor handle client relationships?
The Equity Advisor is responsible for exceptional client relationship management, fostering trust, activating new clients for broking relationships, and maintaining long-term engagements with existing clients.
Are there any specific tools or platforms the Equity Advisor should be comfortable using?
Yes, comfort with trading platforms such as OMNESYS, ODIN, NEAT, and BOLT is highly preferable for this role.
What is the focus of the Equity Advisor regarding client transactions?
The Equity Advisor focuses on efficiently managing orders based on customer requests, executing transactions accurately, managing client portfolios, and ensuring that clients make informed financial decisions.
Will the Equity Advisor provide risk assessment for clients?
Yes, performing risk assessments to guide clients in making informed financial decisions is a key responsibility of the Equity Advisor.