FAQs
What type of clients will the Equity Advisor be expected to acquire?
The Equity Advisor will be expected to acquire large trader clients.
What is the mandatory educational qualification for this position?
The mandatory education requirement is Graduation (10+2+3).
Is prior experience required for this role?
Yes, a minimum of 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry is required.
What certifications are necessary for the role of Equity Advisor?
The NISM 8 certification in Equity Derivatives is mandatory for this position.
Which platforms should the candidate be comfortable using?
Comfort with platforms like OMNESYS, ODIN, NEAT, and BOLT is highly preferable.
What responsibilities will the Equity Advisor have regarding client transactions?
The Equity Advisor will be responsible for executing transactions in Equities (Cash and Derivatives), Currency, and Commodities, as well as managing orders based on customer requests.
Will the Equity Advisor have to generate leads for third-party products?
Yes, the Equity Advisor will need to generate leads and sell/advise third-party products like Health Insurance, SIPs, Life Insurance, and Mutual Funds.
How important are communication skills for this role?
Superior communication skills are essential for this role, as the Equity Advisor will be managing client relationships and providing advisory services.
What market knowledge is required for the Equity Advisor position?
A strong understanding of equity markets and a basic understanding of options and derivatives are required for this position.
What is the primary goal for the Equity Advisor in terms of client engagement?
The primary goal is to foster trust and maintain long-term client engagements, while also motivating customers to transact and activate inactive clients.