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Equity Advisor

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Aditya Birla Capital

1mo 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, strong equity market knowledge, client management skills, and experience in portfolio management and risk assessment.
  • You will acquire and manage large trader clients, execute trades, coordinate with departments, activate new clients, motivate transactions, and cross-sell financial products while ensuring compliance.

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 type of candidates are you looking for in the Equity Advisor role?

We are looking for a candidate with a strong understanding of equity markets, experience in dealing/execution and acquisition of large trader clients, and skills in investment research, portfolio management, and risk assessment.

What are the educational qualifications required for this position?

The mandatory education is graduation (10+2+3), and a NISM 8 certification in Equity Derivatives is also mandatory.

Is prior experience in the broking industry necessary?

Yes, candidates should have at least 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry.

What financial instruments will the Equity Advisor be dealing with?

The Equity Advisor will be dealing with equities (cash and derivatives), currencies, and commodities.

Are there specific software tools that candidates should be familiar with?

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

What are the key responsibilities of the Equity Advisor?

The Equity Advisor will acquire large trader clients, execute transactions, manage customer orders, generate leads for third-party products, and coordinate with various teams for smooth branch functioning.

What skills are essential for this position?

Essential skills include meticulousness, pro-activeness, ability to work under pressure, superior communication skills, client relationship management, and risk assessment.

How does the company support the professional growth of its employees?

The company encourages continuous learning and offers opportunities for professional development within the dynamic field of financial services.

What are the main challenges the Equity Advisor may face?

The main challenges include managing quick and accurate order executions in volatile market conditions, motivating customers to transact, and transitioning offline traders to online platforms.

Is this position full-time or part-time?

This is a mid-level, full-time position.

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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.