Equity Advisor

4 days ago

Gurugram Haryana, India HRhelpdesk Full time

**Job Information**:
Job Opening ID
- ZR_687_JOB

Date Opened
- 06/06/2025

Industry
- Financial Services

Work Experience
- 3-5 years

Job Type
- Full time

Salary
- Confidential

City
- Gurgaon

State/Province
- Haryana

Country
- India

Zip/Postal Code
- 122001
- 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 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.
- KRA's:

- 1-Acquire new customers and generate broking revenues as per targets

**2-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 caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.
- To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues.
- To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc.
- To strictly adhere to all risk & surveillance and Deal desk processes.
- To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.
- To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.
- 3-Activate new clients for broking relationships and ensure seamless servicing
- 4-Cross Sell of company's Products

**Requirements**:
NISM -8 mandatory

Graduation

Client Acquisition

Age-Max 40

CIBIL-650

Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.

**Benefits**:

- As per Industry

  • Equity Advisor

    2 weeks ago

    Faridabad, Haryana, India GRMAC Pvt ltd Full time

    Responsibilities: - **Advise clients on equity investments, trading, and financial planning.** Conduct market & stock research for informed client decision-making. - **Manage Demat & Trading accounts and assist in portfolio management.** Build strong client relationships and ensure high client satisfaction. - **Stay updated on NSE/BSE market trends, stock...

  • Applications Architect- Private Equity Technology Advisory

    5 days ago

    haryana, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECTJOB TITLE: PrincipalLOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes MumbaiWORK ARRANGEMENT: HybridEMPLOYMENT TYPE: PermanentABOUT USWe are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Customer Support Advisor

    2 days ago

    Gurugram, India Onecom Full time

    We're the UK’s leading business telephony and cloud communications provider.  Delivering IT services, contact centre technology, unified comms, fixed-line voice, connectivity, and managed cloud solutions. Join our Team as a Customer Support Advisor Location: Gurgaon, India About the role: Ready to make a real impact? As a Customer Service Advisor at...

  • Applications Architect- Private Equity Technology Advisory

    3 days ago

    haryana, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECT JOB TITLE: Principal LOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes Mumbai WORK ARRANGEMENT: Hybrid EMPLOYMENT TYPE: Permanent ABOUT US We are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private...

  • Applications architect- private equity technology advisory

    3 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECTJOB TITLE: PrincipalLOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes MumbaiWORK ARRANGEMENT: HybridEMPLOYMENT TYPE: PermanentABOUT USWe are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Applications Architect- Private Equity Technology Advisory

    2 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECTJOB TITLE: PrincipalLOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes MumbaiWORK ARRANGEMENT: HybridEMPLOYMENT TYPE: PermanentABOUT USWe are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Applications Architect- Private Equity Technology Advisory

    4 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECT JOB TITLE:Principal LOCATION:Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes Mumbai WORK ARRANGEMENT:Hybrid EMPLOYMENT TYPE:PermanentABOUT US We are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Applications Architect- Private Equity Technology Advisory

    2 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECTJOB TITLE: PrincipalLOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes MumbaiWORK ARRANGEMENT: HybridEMPLOYMENT TYPE: PermanentABOUT USWe are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Applications Architect- Private Equity Technology Advisory

    2 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECTJOB TITLE: PrincipalLOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes MumbaiWORK ARRANGEMENT: HybridEMPLOYMENT TYPE: PermanentABOUT USWe are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity...

  • Applications Architect- Private Equity Technology Advisory

    3 weeks ago

    Gurugram, India Alysian Full time

    ALYSIAN- TECH M&A- APPS ARCHITECT JOB TITLE: Principal LOCATION: Existing hubs are in Delhi NCR (Noida and Gurgaon) – preference, alternative preferred option includes Mumbai WORK ARRANGEMENT: Hybrid EMPLOYMENT TYPE: Permanent ABOUT US We are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private...