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Equity Advisor

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Aditya Birla Capital

4d ago

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

AI generated summary

  • You must have a degree, 2 years in broking, NISM 8 certification, equity market knowledge, research skills, client management, and experience in portfolio and risk assessment.
  • You will acquire and manage trader clients, execute transactions, coordinate with teams, generate leads, activate online trading, and ensure adherence to risk and surveillance 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 qualifications are required for the Equity Advisor position?

The mandatory education is Graduation (10+2+3) and candidates should have 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry.

Is NISM certification necessary for this role?

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

What skills are required to succeed as an Equity Advisor at ABM?

Strong skills in investment research, portfolio management, risk assessment, client relationship management, equity valuation, and knowledge of asset allocation principles are essential for this role.

What market products will I be dealing with as an Equity Advisor?

You will be acquiring large trader clients and trading various equity, currency, and commodity products on stock exchanges.

Do I need to have experience with specific trading platforms?

Yes, familiarity with trading platforms like OMNESYS, ODIN, NEAT, and BOLT is highly preferable.

What is the company's stance on client acquisition?

The Equity Advisor is expected to acquire large trader clients and activate new clients for broking relationships, ensuring exceptional servicing.

What responsibilities will I have regarding client transactions?

Responsibilities include executing transactions in equities (cash and derivatives), currencies, and commodities, as well as managing quick and accurate order executions in volatile market conditions.

Is client relationship management a part of this job?

Yes, exceptional client relationship management skills are crucial as you will be fostering trust and maintaining long-term engagements with clients.

Will there be opportunities for cross-selling other financial products?

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

What are the working conditions like for this role?

The position is mid-level and full-time, with a requirement to work under pressure in a highly regulated and competitive environment.

Are there any expectations for lead generation in this role?

Yes, generating leads and advising on third-party products is part of the role, along with motivating customers to engage in transactions.

Will my performance be monitored?

Yes, there will be adherence to surveillance and risk processes to ensure efficient and compliant operations within the branch.

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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.