
Senior Investment Manager
3 days ago
Equity Advisor
Role Overview:The Equity Advisor is a pivotal position in our organization, responsible for facilitating client trading activities and investment management.
This role requires a strong understanding of equity broking, mutual funds, PMS, and investment products, as well as the ability to support and collaborate with partners to drive client trading activity.
Key Responsibilities:- Trading on behalf of clients with their consent in equity and derivative segments.
- Manage clients' day-to-day trades and investments.
- Interact with mapped clients regularly to pass on technical and fundamental research ideas.
- Ensure activation of mapped clients.
- Achieve laid down revenue/brokerage targets.
- Collaborate with DIGI partners to build client-wise trading strategies and execute them.
- At least 1 year of experience 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.
- Passion for staying updated on capital markets, investment trends, and trading strategies.
- Goal-driven with a desire to achieve and exceed revenue/brokerage targets.
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