hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Equity Advisor

2.00 to 5.00 Years   Chandigarh   20 Apr, 2024
IQX Global Solutions Private Limited
Job LocationChandigarh
EducationNot Mentioned
SalaryRs 3.5 - 6 Lakh/Yr
IndustryBroking
Functional AreaSecurities TradingEquity Research
EmploymentTypeFull-time

Job Description

    Company Overview:Our client is a leading broking company operating in Equity, Commodity, and Currency markets with a workforce of approximately 800 employees spread across more than 100 locations. Our client serves a customer base exceeding 3 lakh individuals and is a prominent player in the securities trading industry with a daily turnover close to 2,000 crore and a market share of 1%.Job Purpose:The Equity Advisor is responsible for acquiring and servicing large trader clients, executing transactions across various market segments, ensuring efficient order management, generating leads for third-party products, and coordinating with internal departments for smooth branch operations.Key Responsibilities:
    • Acquisition of Large Trader Clients:
    • Acquire new large trader clients monthly.
    • Ensure high-quality customer acquisition by adhering to segmentation norms.
    • Participate in Local Area Programs (LAP) for lead generation.
    • Collect margin cheques/stocks from clients timely.
    Strict Adherence to Deal Desk Process:
    • Operate trading software for various segments.
    • Ensure KYC and profiling of new clients.
    • Efficiently manage orders, execution, and reporting of trades.
    • Maintain relationships with internal stakeholders for issue resolution.
    • Strictly adhere to risk & surveillance processes.
    Client Activation and Servicing:
    • Ensure new clients start trading within 7 days of account opening.
    • Facilitate clients in migrating from offline to online trading.
    • Provide seamless and single-point service to clients.
    • Ensure a specific number of clients are active daily.
    • Follow up with inactive clients to encourage trading.
    Cross-Selling Products:
    • Participate in training for other products.
    • Understand customer financial needs and generate leads.
    • Utilize products to activate inactive customers.
    Adherence to Surveillance and Risk Processes:
    • Ensure compliance with legal guidelines and mitigation strategies.
    • Manage trading terminals securely.
    • Confirm trades by end of day and ensure customer acknowledgment.
    • Monitor customer margins and advise accordingly.
    • Collect debits from clients on time and ensure terminal mapping.
    Self-Certifications:
    • Complete self-certifications mandated by exchanges and regulators.
    • Undertake periodic product and technical trainings.
    Key Result Areas:
    • Acquire new customers and generate broking revenues as per targets.
    • Strictly follow the Deal Desk Process.
    • Activate new clients for broking relationships and ensure seamless servicing.
    • Ensure adherence to surveillance and risk processes.
    • Complete self-certifications as per mandate.
    Education & Experience Requirements:
    • Graduate with a minimum of 2 years of dealing/execution and acquisition of large trader clients experience in the broking industry.
    • NISM VIII Series certification in Capital Markets/Derivatives is mandatory.
    Relationships:Internal:
    • Branch Head: Daily interaction for business updates, new clients, brokerages & revenues.
    • RM/FRM: Daily interaction for updates on onboarding, client data, revenues, etc.
    • CSEs: Daily interaction for support requirements.
    External:
    • Clients: Daily interaction for generating new leads, trading, product information, etc.

Keyskills :
stock market analysisbrokingshare tradingequity salescommodity pricingcommodity tradingequity researchstockbrokingequity management

APPLY NOW

Equity Advisor Related Jobs

© 2019 Hireejobs All Rights Reserved