Equity Advisor

6 months ago

Delhi Delhi, India IQX Global Solutions Pvt. Ltd Full time

**Company Overview**:
Our client is a leading broking company operating in Equity, Commodity, and Currency markets with a workforce of approximately 800 employees spread across more than 100 locations. Our client serves a customer base exceeding 3 lakh individuals and is a prominent player in the securities trading industry with a daily turnover close to 2,000 crore and a market share of 1%.

**Job Purpose**:
The Equity Advisor is responsible for acquiring and servicing large trader clients, executing transactions across various market segments, ensuring efficient order management, generating leads for third-party products, and coordinating with internal departments for smooth branch operations.

**Key Responsibilities**:

- **Acquisition of Large Trader Clients**:

- Acquire new large trader clients monthly.
- Ensure high-quality customer acquisition by adhering to segmentation norms.
- Participate in Local Area Programs (LAP) for lead generation.
- Collect margin cheques/stocks from clients timely.

**Strict Adherence to Deal Desk Process**:

- Operate trading software for various segments.
- Ensure KYC and profiling of new clients.
- Efficiently manage orders, execution, and reporting of trades.
- Maintain relationships with internal stakeholders for issue resolution.
- Strictly adhere to risk & surveillance processes.

**Client Activation and Servicing**:

- Ensure new clients start trading within 7 days of account opening.
- Facilitate clients in migrating from offline to online trading.
- Provide seamless and single-point service to clients.
- Ensure a specific number of clients are active daily.
- Follow up with inactive clients to encourage trading.

**Cross-Selling Products**:

- Participate in training for other products.
- Understand customer financial needs and generate leads.
- Utilize products to activate inactive customers.

**Adherence to Surveillance and Risk Processes**:

- Ensure compliance with legal guidelines and mitigation strategies.
- Manage trading terminals securely.
- Confirm trades by end of day and ensure customer acknowledgment.
- Monitor customer margins and advise accordingly.
- Collect debits from clients on time and ensure terminal mapping.

**Self-Certifications**:

- Complete self-certifications mandated by exchanges and regulators.
- Undertake periodic product and technical trainings.

**Key Result Areas**:

- Acquire new customers and generate broking revenues as per targets.
- Strictly follow the Deal Desk Process.
- Activate new clients for broking relationships and ensure seamless servicing.
- Ensure adherence to surveillance and risk processes.
- Complete self-certifications as per mandate.

**Education & Experience Requirements**:

- Graduate with a minimum of 2 years of dealing/execution and acquisition of large trader clients experience in the broking industry.
- NISM VIII Series certification in Capital Markets/Derivatives is mandatory.

**Relationships**:
**Internal**:

- Branch Head: Daily interaction for business updates, new clients, brokerages & revenues.
- RM/FRM: Daily interaction for updates on onboarding, client data, revenues, etc.
- CSEs: Daily interaction for support requirements.

**External**:

- Clients: Daily interaction for generating new leads, trading, product information, etc.

**Job Types**: Full-time, Permanent

Pay: Up to ₹50,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 2 years (required)
- Equity, & Commodity: 2 years (required)
- Client acquisitions: 2 years (required)

License/Certification:

- NISM VIII Series certification (required)

Work Location: In person

  • Investment Banking Advisor

    6 months ago

    Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Equity Advisor

    6 months ago

    Delhi, India My Recruiter Full time

    Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling...

  • Equity Advisor

    1 month ago

    New Delhi, India Zeal Hind Groups Full time

    Equity Advisor .Loc : DelhiSalary : 2LPA 6 LPAExp : 2 + yearsNISM Certificate is preferredjd. Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on research & deep...

  • Equity Advisor

    6 months ago

    Delhi, Delhi, India Apex Services Full time

    **Greetings from “APEX SERVICES"** **Role - Equity Dealer** **CTC- up to-6 lac + incentive + Other Benefit** **Key responsibilities and accountability**: - Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. -...

  • Opening for Equity Advisor in Axis Securities Ltd

    6 months ago

    Delhi, India NIFM Educational Institutions Full time

    ** NISM VIII, NISM V & IRDA certification are mandatory -** Prior experience of working in a similar set up preferred. - Should be willing to work in a target driven role & should be a go getter **Salary** **- Best in Market **Industry** **- Stock & Financial Market **Role/Position** **- Equity Adviser **Keyskills** **- Good communication skills and...

  • Strategic Equity Consultant

    1 month ago

    Delhi, Delhi, India Zeal Hind Groups Full time

    Job Description:As a key member of Zeal Hind Groups, the Equity Advisor will be responsible for advising Ultra HNI clients on equity, derivatives, currency, and commodity markets.The ideal candidate will have strong analytical skills and the ability to build rapport with business associates to bring business scalability and quality servicing.Key...

  • Research Advisor

    3 weeks ago

    delhi, India Dozen Diamonds Full time

    Company Description Dozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance. Role Description This is a full-time remote role...

  • Equity Dealer

    6 months ago

    Rajender Nagar, Delhi, Delhi, India Tradebulls Securities Pvt Ltd Full time

    TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: DELHI- Rajendra Place JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients...

  • Equity Dealer

    6 months ago

    Rajender Nagar, Delhi, Delhi, India Tradebulls Securities Pvt Ltd Full time

    TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: DELHI- Rajendra Place JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients...

  • Public Equity Head

    3 days ago

    Delhi, India A top IT product company Full time

    The Head of Public Equity will be responsible for overseeing all aspects of the publicequity division, including sourcing, evaluating, and executing investment opportunities,as well as managing and optimizing investment portfolios. This role requires a deepunderstanding of the public equity landscape, strong leadership skills, and a proventrack record of...

  • Equity Dealer

    6 months ago

    Delhi, India NIFM Educational Institutions Full time

    Dear Friends, Regards HR Team E-Sun Capitals **Salary** **- INR 1, 40,000 - 3, 20,000 P.A. + Incentive* + Bonus* **Industry** **- Financial Services / Broking **Role/Position** **- Position open for Equity Dealer/Advisor **Keyskills** **Key Relationships** Business Development Manager Advisors/ Dealers, BD Executives Customer Support Team Equity &...

  • Investment Advisor

    6 months ago

    Delhi, Delhi, India Kara's Placements Full time

    Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

  • Equity Dealer- Sales

    6 months ago

    Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full time

    Looking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...

  • Strategic Equity Researcher

    3 days ago

    Delhi, Delhi, India Aristeia Capital Advisors Full time

    Investment Analyst PositionWe are seeking a highly skilled Investment Analyst to join our team at Aristeia Capital Advisors.Job Description:The successful candidate will be responsible for conducting in-depth research and analysis of the Indian equity markets to support investment decisions. This role requires a combination of financial acumen, analytical...

  • NISM Certified Research Advisor

    4 weeks ago

    delhi, India Dozen Diamonds Full time

    Company DescriptionDozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance.Role DescriptionThis is a full-time remote role for a...

  • NISM Certified Research Advisor

    4 weeks ago

    Delhi, India Dozen Diamonds Full time

    Company DescriptionDozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance.Role DescriptionThis is a full-time remote role for a...

  • NISM Certified Research Advisor

    4 weeks ago

    delhi, India Dozen Diamonds Full time

    Company Description Dozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance. Role Description This is a full-time remote role...

  • NISM Certified Research Advisor

    4 weeks ago

    delhi, India Dozen Diamonds Full time

    Company Description Dozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance. Role Description This is a full-time remote role...

  • Nism certified research advisor

    4 weeks ago

    Delhi, India Dozen Diamonds Full time

    Company DescriptionDozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance.Role DescriptionThis is a full-time remote role for a...

  • NISM Certified Research Advisor

    4 weeks ago

    delhi, India Dozen Diamonds Full time

    Company DescriptionDozen Diamonds focuses on building innovative predictionless equity trading strategies to democratize automated trading for the Retail Investor. The company aims to provide accessible and reliable trading solutions for individual investors seeking to enhance their portfolio performance.Role DescriptionThis is a full-time remote role for a...