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Equity Advisor

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Aditya Birla Capital

12d 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 knowledge, client management skills, and experience in investment research and portfolio management.
  • You will acquire and manage trader clients, execute orders in various markets, generate leads for financial products, coordinate with teams, and motivate clients to adopt online trading.

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 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry. Additionally, NISM 8 certification in Equity Derivatives is mandatory.

What skills should candidates possess for this role?

Candidates should have strong skills in investment research, portfolio management, risk assessment, market trends analysis, client relationship management, equity valuation, and asset allocation. They should also be familiar with trading platforms like OMNESYS, ODIN, NEAT, BOLT.

What is the primary responsibility of the Equity Advisor?

The primary responsibility of the Equity Advisor includes acquiring large trader clients and executing transactions in equities (cash and derivatives), currency, and commodities. They also manage client portfolios and provide advisory services for investment strategies.

Is experience in equity valuation necessary for this position?

Yes, experience in equity valuation techniques is necessary to appraise stocks and support buy-sell-hold recommendations for clients.

How do we manage client relationships in this role?

Exceptional client relationship management skills are required to foster trust and maintain long-term client engagements, ensuring clients receive tailored advisory services.

What approach should be taken to motivate clients to transact?

The Equity Advisor should focus on motivating customers to transact and activate inactive clients by promoting the benefits of online trading platforms and assisting them in their trading activities.

What is the company culture at Aditya Birla Money Ltd.?

The company culture emphasizes teamwork, proactiveness, and meticulousness, with a focus on delivering exceptional client service while navigating a highly regulated and competitive environment.

Are there opportunities for advancement in this role?

Yes, there are opportunities for advancement within the company, especially for those who demonstrate strong performance and leadership abilities in managing client portfolios and expanding the client base.

What are the key performance indicators for this position?

Key performance indicators may include client acquisition rates, portfolio performance metrics, transaction execution accuracy, and overall client satisfaction.

Are there any specific software competencies needed for this role?

Comfort with trading platforms like OMNESYS, ODIN, NEAT, and BOLT is highly preferable for executing trades and managing client accounts effectively.

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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.