Equity Advisor

6 months ago

Mumbai, India Aditi Consulting - India Staffing Full time

**Dealer-**
- LOCATION- GAP- KOLKATTA- 12- CHANDIGARH- 4- DELHI- 10- GURGAON- 5- JAIPUR/KOTA- 1+1- KANPUR- 3- ALLAHABAD- 2- LUCKNOW- 5NOTE
- Client acquisition.
- Dealing behalf of client & generate revenue.
- Age max 40
- NISM -8 Certified mandatory.
- CTC 3L to 6L( as per experienced)
- Employment gap not more than 3months
- CIBIL Score minimum 650
- Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter**Sales**:
Revenue 5x of Fixed CTC
- Margins 45L margin collection for the year
- Cross sell 48 customers for the year
- **Any one of the following**:
15 Clients trading daily (both offline or Online)
- 36 New Trader Acquisitions during the year
- 1X online revenue**Risk, Surveillance and Compliance**:
100% Pre-order conversations and tagging
- Zero Unauthorized trades
- 100% adherence to Deal desk process**3) Job Context & Major Challenges**:Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department****:
**/Section.***:
Aditya Birla Money Ltd.: ABM is primarily a Broking Company, deals in Equity, Commodity & Currency markets. Workforce of ~800 spread across >100 locations with customer base of in excess of 3 lacs.
- ABM is one of the leading securities trading companies in the country. ABM operates in a fragmented equity broking business and has a daily turnover of close to 2,000 cr with a market share of 1%.- ABM also operates in a highly competitive market mainly in fragmented industry with ABML competition from major National Broking houses like Kotak securities, Zerodha, Edelweiss, MOFSL etc. and a range of local Broking outfits.
- 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 major challenges for this profile include:

- Acquiring Larger Trader Clients amidst competitive markets
- Managing quick and accurate order executions in volatile market conditions
- Changes in regulation is one of the biggest challenge with the regulator going strict on funding, margins etc
- Motivating them to transact and activating clients
- Motivating the clients to transact to buy other ABC products.
- Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start transacting seamlessly.

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.**4) Key Result Areas**:Write** **the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)****:
**Key Result Areas**

**Supporting Actions**
***

**Acquire new customers and generate broking revenues as per targets**
- To acquire New Large Trader Clients per month.
- To ensure best quality customer acquisition by selecting the right surrogates as per the segmentation norms.
- To participate in the Local Area Program (LAP) for lead generation that the branch manager organizes and play an active role in sourcing trader accounts/leads of third party products.
- To collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely.
- To generate minimum daily trading volumes and profitability for the client & company.

**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 ca

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