Equity Advisor

Equity Advisor

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.