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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 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 major challenges for this profile include :
• Acquiring Larger Trader Clients amidst competitive markets
• Managing quick and accurate order executions in volatile market conditions
• Changes in regulation is one of the biggest challenge with the regulator going strict on funding,
margins etc
• Motivating them to transact and activating clients
• Motivating the clients to transact to buy other ABC products.
• Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start
transacting seamlessly.
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.
Experience - Minimum 2+ Year
CTC - Upto 8.00L pa ( Depending on Experience )
Job Description:
1. Execution of trade orders on behalf of clients.
2. Building relationships with clients & educating them about Investments.
3. Client Acquisition as per targets
Required Criteria:
1. Graduation Mandate.
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.
5. Dealing & Cross Sales Experience is must
Location Pune/ Ahmedabad/ Mumbai
NOTE -Candidates having excellent knowledge of Equity , order punching on terminals, Future & Options,
Experience - Minimum 2+ Year
CTC - Upto 8.00L pa ( Depending on Experience )
Job Description:
1. Execution of trade orders on behalf of clients.
2. Building relationships with clients & educating them about Investments.
3. Client Acquisition as per targets
Required Criteria:
1. Graduation Mandate.
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.
5. Dealing & Cross Sales Experience is must
NOTE -Candidates having excellent knowledge of Equity, order punching on terminals, Future & Options,