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Equity Advisor

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Aditya Birla Capital

14d ago

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

AI generated summary

  • You need a graduation degree, 2 years in broking, NISM 8 certification, equity market expertise, client management skills, and experience in investment research and portfolio management.
  • You will acquire and manage trader clients, execute transactions in equities and commodities, generate leads, coordinate with teams, motivate clients to trade online, and ensure compliance with 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 required is a Graduation (10+2+3) along with NISM 8 certification in Equity Derivatives.

How much experience is needed for this role?

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

What are the key skills necessary for the Equity Advisor role?

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

Is knowledge of specific trading platforms necessary?

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

What are the primary responsibilities of an Equity Advisor at ABM?

An Equity Advisor is responsible for acquiring large trader clients, executing transactions in equities, currencies, and commodities, and ensuring efficient order management.

Does the position involve client relationship management?

Yes, exceptional client relationship management skills are essential to foster trust and maintain long-term client engagements.

What is the expected daily turnover for the company?

The daily turnover for Aditya Birla Money Ltd. is close to 2,000 crores.

What types of products will the Equity Advisor be advising on?

The Equity Advisor will be advising on equity, currency, and commodity products, as well as third-party products like health insurance, SIPs, life insurance, and mutual funds.

How will the Equity Advisor support clients in decision-making?

The Equity Advisor will perform risk assessments, equity valuation, and provide guidance based on market trends to help clients make informed financial decisions.

Is the position focused solely on equity markets?

No, the position encompasses equities, currency, and commodities as well as additional investment products like insurance and mutual funds.

What is the market share of Aditya Birla Money Ltd.?

Aditya Birla Money Ltd. has a market share of approximately 1%.

Will the Equity Advisor be involved in lead generation activities?

Yes, generating leads and selling/advising on third-party products is part of the job responsibilities.

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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.