Equity Advisor

Job Overview

Equity/ CAD Advisor Franchisee Business

Key Responsibilities

• Franchisee Partner Advisory:

  Provide advisory support to franchisee partners on equity investments, portfolio construction, asset allocation, and market opportunities aligned with client risk profiles.

• Market Research & Insights:

  Track equity and derivative markets, monitor company performance, and analyze sectoral trends. Disseminate relevant research, market updates, and investment ideas to franchisee partners on a regular basis.

• Relationship Management:

  Build and maintain strong, long-term relationships with franchisee partners through regular engagement, portfolio reviews, and proactive advisory support.

• Revenue Generation:

  Achieve assigned revenue targets through advisory-led trading volumes, client acquisition, and cross-selling of equity and derivative products via franchisee partners.

• Compliance & Risk Management:

  Ensure strict adherence to regulatory requirements, internal policies, and compliance guidelines, including proper documentation, suitability, and client risk profiling.

Eligibility & Requirements

• Experience:

  Minimum

  2+ years of experience

  in the broking industry, preferably in equity advisory, franchisee business, or dealer advisory roles.

• Domain Knowledge:

• Equity and derivative markets
• Broking operations and processes
• Client risk profiling and suitability
• Fundamental and technical analysis

• Mandatory Certification:

  NISM Series VIII Equity Derivatives Certification

Key Skills & Competencies

• Strong understanding of capital markets and investment products
• Advisory mindset with revenue orientation
• Excellent communication and relationship management skills