Equity Advisor

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 wrt 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 Candidate should be local and minimum 2 years of experience from any Broking industry NISM -8 mandatory Graduation Client Acquisition Age-Max 40 CIBIL-650 Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur Benefits As per Industry