Equity Advisor

3 days ago

Agra, Uttar Pradesh, India Chola Securities Full time

Position: Equity Advisor- Partner Alliances

Location: Mumbai

Experience: Minimum 1-5 years in a similar role

Job Summary:

We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio performance. The candidate will play a key role in client engagement, revenue generation, and trading strategy execution through strong market insights and relationship management.

The ideal candidate will have experience in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products. This role requires excellent communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth.

  • To trade on behalf of customers with their consent in Equity & Derivative segments.
  • Manage client's day-to-day trades & investments.
  • Speak to mapped clients regularly & pass on our technical as well fundamental research ideas.
  • Ensure activation of mapped clients.
  • Ensure to achieve laid down revenue/brokerage target.
  • Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same.

Key Skills & Requirements:

  • Minimum 1 year in the broking industry with B2B experience preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

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