Equity Advisor

Job Description We are actively seeking a highly knowledgeable and client-focused Equity Advisor to join our client's team through Acme Services. This pivotal role is responsible for driving brokerage revenue primarily by providing expert advice on equity portfolios, executing trades on behalf of clients, and fostering enduring client relationships. The ideal candidate will possess deep market knowledge, a strong commitment to compliance, and excellent communication skills to keep clients informed and engaged. Key Responsibilities - Brokerage Generation & Advisory: Primarily responsible for generating brokerage revenue through expertly advising clients on their equity portfolio, providing insights and recommendations aligned with market trends and client goals. - Order Execution: Efficiently punch orders on the terminal on behalf of clients, ensuring accurate and timely execution of trades. - Client Relationship Management: Develop and maintain long-term relationships with customers to ensure a high level of retention of existing clients, while simultaneously focusing on generating new business opportunities. - Market Knowledge & Updates: Consistently stay updated with market knowledge, including equity trends, company performance, and macroeconomic factors, to provide informed advice. - Compliance & Risk Adherence: Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies. - Client Communication: Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information. Skills - Expertise in equity portfolio advising. - Proficiency in punching orders on trading terminals. - Strong capabilities in developing and maintaining long-term customer relationships. - A keen ability to generate new business. - Commitment to being constantly updated with market knowledge. - Adherence to compliance and risk regulations. - Effective communication for keeping clients updated on their orders. - Strong analytical skills for market assessment. Qualifications - Proven experience as an Equity Advisor or in a similar role within the financial services industry. - Demonstrable track record of generating brokerage and achieving sales targets. - Strong understanding of equity markets, financial products, and investment strategies. - Relevant certifications (e.g., NISM) may be required.