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 broking, NISM 8 certification, equity markets knowledge, client management skills, and experience in portfolio management and risk assessment.
  • You will acquire and manage large trader clients, execute transactions, generate leads for financial products, ensure smooth operations, and motivate clients to adopt online trading platforms.

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 are the primary responsibilities of an Equity Advisor at Aditya Birla Money Ltd.?

The primary responsibilities include acquiring large trader clients, executing transactions in equities, currency, and commodities, managing orders based on customer requests, generating leads for third-party products, coordinating with various departments for smooth branch functioning, managing order executions in volatile markets, motivating customers to transact, and cross-selling ABC products.

Is there a specific educational background required for this position?

Yes, a mandatory qualification is graduation (10+2+3).

How many years of experience are required for the Equity Advisor role?

A minimum of 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry is required.

Are there any certifications needed for this position?

Yes, a NISM 8 certification in Equity Derivatives is mandatory.

What skills are essential for a successful Equity Advisor?

Essential skills include investment research, portfolio management, risk assessment, market trends analysis, equity valuation, and exceptional client relationship management.

What tools or software should an Equity Advisor be familiar with?

Comfort with tools such as OMNESYS, ODIN, NEAT, and BOLT is highly preferable.

What is the main focus of client interactions for this role?

The main focus is on fostering trust and maintaining long-term client engagements while providing exceptional advisory services.

How does the Equity Advisor contribute to asset allocation decisions?

The Equity Advisor analyzes market trends and evaluates client profiles to guide asset allocation strategies that maximize returns while managing risk exposure.

What is the work environment like at Aditya Birla Money Ltd.?

The work environment is dynamic and competitive, operating in a highly regulated setting with a focus on client service and market responsiveness.

Will the Equity Advisor be expected to manage a pipeline of clients?

Yes, the advisor will be required to manage a pipeline of interested clients and activate new clients for broking relationships.

Are there opportunities for career growth within the company?

Yes, Aditya Birla Money Ltd. encourages career development and provides opportunities for advancement based on performance and experience.

How does the company support its Equity Advisors in terms of training and development?

The company offers training programs and resources to enhance the skills and knowledge of its Equity Advisors in financial analysis and market trends.

What is the approach to risk management in this position?

The Equity Advisor will perform risk assessments to guide clients in making informed financial decisions while adhering to surveillance and risk processes.

Do Equity Advisors have a role in selling third-party financial products?

Yes, Equity Advisors are responsible for generating leads and advising clients on third-party products such as health insurance, mutual funds, and SIPs.

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.