Logo of Huzzle

Equity Advisor

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance

AI generated summary

  • You must have a graduation degree, 2 years in trading, NISM 8 certification, strong equity market knowledge, client relationship skills, and experience in portfolio management and risk assessment.
  • You will acquire and manage large trader clients, execute transactions in various products, generate leads for third-party sales, coordinate across departments, and ensure compliance with risk processes.

Requirements

  • The mandatory education is Graduation (10+2+3)
  • 2 Year of experience in dealing/execution and acquisition of large Trader clients in the broking industry.
  • 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.
  • Currently managing pipeline of Interested Clients.
  • NISM 8 certification: Equity Derivatives mandatory.
  • Strong skills in investment research to gather and evaluate economic data, financial statements, and industry trends.
  • Experience in portfolio management with a track record of optimizing investment strategies for varied client profiles.
  • Ability to perform risk assessment to guide clients in making informed financial decisions.
  • Exceptional client relationship management skills to foster trust and maintain long-term client engagements.
  • Experience in equity valuation techniques to appraise stocks and support buy-sell-hold recommendations.
  • Knowledge of asset allocation principles to maximize portfolio returns while managing risk exposure.

Responsibilities

  • Acquire large trader clients, trade (buy, hold or sell) various equity, currency and commodity products on stock exchanges.
  • 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.
  • Managing quick and accurate order executions in volatile market conditions.
  • Motivating customers to transact and activating inactive clients.
  • Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start transacting seamlessly.
  • Activate new clients for broking relationships and ensure seamless servicing.
  • Cross Sell of ABC Products like Health Insurance, SIPs, Life Insurance, Mutual funds.
  • Ensure adherence to surveillance and risk processes.

FAQs

What is the primary responsibility of the Equity Advisor role at Aditya Birla Money Ltd.?

The primary responsibility includes acquiring large trader clients, executing transactions in equities, currency, and commodities, as well as providing tailored advisory services to clients.

What qualifications are required for the Equity Advisor position?

A graduation degree is mandatory along with two years of experience in the broking industry, particularly in dealing and acquiring large trader clients. NISM 8 certification in Equity Derivatives is also required.

What skills are essential for an Equity Advisor?

Essential skills include investment research, portfolio management, risk assessment, market trends analysis, client relationship management, equity valuation, and knowledge of asset allocation principles.

Is experience with trading platforms required for this role?

Yes, familiarity with trading platforms such as OMNESYS, ODIN, NEAT, and BOLT is highly preferable for the position.

How is client relationship management important for this role?

Exceptional client relationship management skills are crucial as they help foster trust and maintain long-term engagements with clients, ultimately enhancing client satisfaction and retention.

Will the Equity Advisor have to sell other financial products?

Yes, the Equity Advisor will be responsible for generating leads and advising clients on third-party products like health insurance, SIPs, life insurance, and mutual funds.

What type of market knowledge is expected from an Equity Advisor?

A strong understanding of equity markets, basic knowledge of options and derivatives, as well as the ability to analyze market trends and economic data are expected.

Is the Equity Advisor responsible for client onboarding?

Yes, the Equity Advisor is responsible for activating new clients for broking relationships and ensuring seamless servicing.

What is the work environment like for this position?

The work environment is dynamic and fast-paced, requiring the ability to work under pressure and manage quick, accurate order executions in volatile market conditions.

Are there any specific regulatory compliance expectations for this role?

Yes, adherence to surveillance and risk processes mandated by regulators such as SEBI, RBI, and other relevant agencies is crucial for this position.

Enriching Lives. Winning as ONE.

Finance
Industry
10,001+
Employees
2007
Founded Year

Mission & Purpose

Aditya Birla Capital is a financial services company offering a wide range of solutions, including asset management, insurance, and lending services. Their mission is to empower individuals and businesses by providing comprehensive financial solutions that foster growth and security. With a strong emphasis on customer-centricity, Aditya Birla Capital aims to deliver innovative products and services tailored to meet diverse financial needs. Their purpose is to build lasting relationships with clients while contributing to the overall economic development of communities and the country.