Job Description

The Equity Advisor is primarily responsible for :

• Acquiring Large Trader Clients with high margin

• 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

• Shifting offline customers to online.

The critical skill sets required to meet these challenges are 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. The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.
KRA's:
1-Acquire new customers and generate broking revenues as per targets
2-Strictly follow the Deal Desk Process-To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request.

• To ensure documentation formalities like KYC, profiling of new clients with all the necessary details

• To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products.

• To participate in daily research calls and keep all customers updated with In-house research recommendations only.

• To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.

• To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues.

• To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc.

• To strictly adhere to all risk & surveillance and Deal desk processes.

• To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.

• To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.

3-Activate new clients for broking relationships and ensure seamless servicing
4-Cross Sell of company's Products
Requirements
Candidate should be local and minimum 2 years of experience from any Broking industry.
NISM -8 mandatory
Graduation
Client Acquisition
Age-Max 40
CIBIL-650
Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.
Benefits
As per Industry