Equity Advisor

Role & responsibilities

• Drive new client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
• Generate brokerage revenue through self-sourced clients as well as clients sourced through Relationship Managers (RMs).
• Provide clients with equity market insights, investment ideas and portfolio-related guidance based on their requirements and risk profile.
• Drive cross-selling of third-party investment products.
• Maintain regular communication with clients through calls, meetings and market updates
• NISM Series VIII Equity Derivatives Certification is mandatory/preferred as per business requirement.
• Terminal Experience is mandatory

Preferred candidate profile

• 1-5 years of relevant experience in Equity Broking / Stock Broking / Wealth Management / Equity Advisory / Financial Services.
• Strong understanding of Indian equity markets, equity products and capital markets.
• Hands-on experience in client acquisition and relationship management.
• Experience in handling Retail, HNI or Affluent clients will be an added advantage.
• Strong knowledge of equity trading, Demat/Trading accounts, market terminology and investment products.