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Equity Advisor

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Aditya Birla Capital

18d ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance
  • Hyderabad, +1

AI generated summary

  • You need a graduation degree, 2 years of broking experience, NISM 8 certification, strong equity market knowledge, client management skills, and investment research expertise.
  • You will trade equities, manage orders, acquire clients, generate leads, coordinate with teams, execute transactions, and promote online trading and ABC products while ensuring compliance and minimizing risks.

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 qualifications are required for the Equity Advisor position?

The mandatory qualification is a Graduation (10+2+3) along with a minimum of 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry.

Is there a specific certification needed for this role?

Yes, the NISM 8 certification in Equity Derivatives is mandatory for this position.

What skills are essential for the Equity Advisor role?

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

What platforms should candidates be familiar with?

Candidates should have comfort with trading platforms such as OMNESYS, ODIN, NEAT, and BOLT.

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

Main responsibilities include acquiring large trader clients, executing transactions in equities, currency, and commodities, managing orders, generating leads, and ensuring client satisfaction through exceptional service.

How does Aditya Birla Money Ltd. support client engagement?

The company focuses on exceptional client relationship management skills to foster trust and maintain long-term client engagements, motivating clients to transact and serving their needs effectively.

Is there an expectation to cross-sell other financial products?

Yes, the role involves cross-selling Aditya Birla Capital products like health insurance, SIPs, life insurance, and mutual funds to clients.

What is the work environment like in this role?

The work environment is dynamic, requiring the ability to work under pressure, manage quick and accurate order executions, and coordinate with various departments for smooth operations.

Is knowledge of market trends necessary for this position?

Yes, a strong understanding of equity markets and the ability to analyze market trends are crucial for providing effective advisory services.

What types of clients will the Equity Advisor primarily work with?

The Equity Advisor will primarily work with large trader clients, focusing on their trading needs across various equity, currency, and commodity products.

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Aditya Birla Capital

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.