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Equity Advisor

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Aditya Birla Capital

Jan 28, 2025

Applications are closed

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance
  • Chennai
    Remote

Requirements

  • The mandatory education is Graduation (10+2+3)
  • 2 Year of experience in dealing/execution and acquisition of large Trader clients in the broking industry.
  • 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.
  • Currently managing pipeline of Interested Clients.
  • NISM 8 certification: Equity Derivatives mandatory.
  • Strong skills in investment research to gather and evaluate economic data, financial statements, and industry trends.
  • Experience in portfolio management with a track record of optimizing investment strategies for varied client profiles.
  • Ability to perform risk assessment to guide clients in making informed financial decisions.
  • Exceptional client relationship management skills to foster trust and maintain long-term client engagements.
  • Experience in equity valuation techniques to appraise stocks and support buy-sell-hold recommendations.
  • Knowledge of asset allocation principles to maximize portfolio returns while managing risk exposure.

Responsibilities

  • Acquire large trader clients, trade (buy, hold or sell) various equity, currency and commodity products on stock exchanges.
  • 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.
  • Managing quick and accurate order executions in volatile market conditions.
  • Motivating customers to transact and activating inactive clients.
  • Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start transacting seamlessly.
  • Activate new clients for broking relationships and ensure seamless servicing.
  • Cross Sell of ABC Products like Health Insurance, SIPs, Life Insurance, Mutual funds.
  • Ensure adherence to surveillance and risk processes.

FAQs

What qualifications are required for the Equity Advisor position?

The mandatory education is Graduation (10+2+3) and candidates must have a minimum of 2 years of experience in dealing/execution and acquisition of large trader clients in the broking industry.

Is any specific certification necessary for this role?

Yes, candidates must have the NISM 8 certification in Equity Derivatives, which is mandatory for this position.

What type of experience is preferred for applicants?

Applicants should have strong understanding of equity markets, experience in portfolio management, and skills in investment research, equity valuation, and risk assessment.

What are the key responsibilities of the Equity Advisor?

Key responsibilities include acquiring large trader clients, executing transactions in equities, currencies, and commodities, managing customer orders, and cross-selling third-party financial products.

What skills are essential for the Equity Advisor position?

Essential skills include meticulousness, proactiveness, strong communication skills, and the ability to work under pressure, along with expertise in market trends analysis and client relationship management.

Is experience with certain software preferred?

Yes, comfort with trading software such as OMNESYS, ODIN, NEAT, and BOLT is highly preferable for the Equity Advisor role.

What is the company Aditya Birla Money Ltd. primarily involved in?

Aditya Birla Money Ltd. is primarily a broking company that deals in equity, commodity, and currency markets.

How many locations does Aditya Birla Money Ltd. operate in?

Aditya Birla Money Ltd. has a workforce of approximately 800 spread across more than 100 locations.

How competitive is the market for the Equity Advisor position?

The market is highly competitive, with significant competition from major national broking houses and various local broking firms.

What is the expected client relationship approach for the Equity Advisor?

The Equity Advisor is expected to have exceptional client relationship management skills to foster trust and maintain long-term client engagements.

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Aditya Birla Capital

Enriching Lives. Winning as ONE.

Finance
Industry
10,001+
Employees
2007
Founded Year

Mission & Purpose

Aditya Birla Capital is a financial services company offering a wide range of solutions, including asset management, insurance, and lending services. Their mission is to empower individuals and businesses by providing comprehensive financial solutions that foster growth and security. With a strong emphasis on customer-centricity, Aditya Birla Capital aims to deliver innovative products and services tailored to meet diverse financial needs. Their purpose is to build lasting relationships with clients while contributing to the overall economic development of communities and the country.