Equity Advisor
1 week ago
**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
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