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Equity Advisor

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

AI generated summary

  • You need a graduation degree, 2 years in broking, NISM 8 certification, strong equity market knowledge, client management skills, and experience in investment research and portfolio management.
  • You will manage client transactions in equities, currencies, and commodities, generate leads for financial products, coordinate branch operations, and transition offline traders to online 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 is the primary responsibility of an Equity Advisor at Aditya Birla Money Ltd.?

The primary responsibility of an Equity Advisor is to acquire large trader clients, execute transactions in equities, currency, and commodities, and provide exceptional advisory services related to investment strategies and portfolio management.

Is prior experience in the broking industry required 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 kind of educational qualifications are necessary for this role?

The mandatory education required is a Graduation degree (10+2+3).

Are there any specific certifications required for the Equity Advisor position?

Yes, possessing an NISM 8 certification in Equity Derivatives is mandatory.

What tools and software should a candidate be familiar with?

Candidates should be comfortable with software tools such as OMNESYS, ODIN, NEAT, and BOLT.

What skills are necessary for managing client relationships effectively?

Exceptional client relationship management skills, meticulousness, proactiveness, superior communication skills, and the ability to foster trust are necessary for effective client relationship management.

What types of products will an Equity Advisor be selling or advising on?

The Equity Advisor will be involved in selling and advising on third-party products such as health insurance, SIPs, life insurance, and mutual funds.

How does the company support the execution of transactions in volatile market conditions?

The company emphasizes quick and accurate order executions in volatile market conditions as part of the responsibilities of the Equity Advisor.

Can an Equity Advisor influence client behavior regarding trading platforms?

Yes, an Equity Advisor is expected to motivate clients to transact and assist in changing the mindset of offline trader clients to adopt online platforms for seamless transactions.

What is meant by "Cross Sell" of ABC Products within the scope of the role?

"Cross Sell" refers to the practice of selling additional products such as health insurance, SIPs, life insurance, and mutual funds to existing clients as a way to enhance their investment portfolio and services offered.

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.