Investment Advisor-Equity

Qualifications

Graduate (Post Graduate Preferred) Experience

Minimum 2 years relevant experience in the Stock Broking Industry

Functional Competencies

• Advisory & Execution: Provide proactive buy/sell/hold recommendations on Equity and Derivatives (F&O) based on in-house research reports. Execute trades on behalf of clients via terminals (ODIN, NEAT, or proprietary platforms) with high accuracy.
• Client Acquisition & Retention: Identify and acquire new HNI and retail clients. Maintain and deepen relationships with existing clients to ensure a high "Share of Wallet."
• Revenue Generation: Achieve monthly targets for brokerage generation and active client participation.
• Portfolio Management: Conduct regular portfolio health checks for clients, ensuring diversification and alignment with their risk appetite.
• Cross-Selling: Promote and sell third-party products (TPP) including Mutual Funds, PMS (Portfolio Management Services), AIF, Insurance, and IPOs.
• Market Intelligence: Stay updated with daily market movements, global cues, and sector-specific news to provide real-time updates to clients.
• Compliance: Ensure 100% adherence to SEBI and Exchange regulations, including voice recording for orders and proper documentation for account opening.
• Should be NISM Certified

Behavioural Competencies

• Strong communication, multi-tasking, and organizational skills
• Passionate about sales and marketing with a positive attitude