Job Description

The Equity Advisor will be responsible for client acquisition, equity trading, relationship management, and cross-selling financial products. The role demands accuracy in trade execution, strong client engagement skills, and the ability to meet business targets while ensuring compliance.

Key Responsibilities

Equity Dealing

• Execute client trades across Equity, Derivatives, Currency, and Commodities markets.

• Ensure timely and accurate order execution within compliance and risk management parameters.

• Monitor market trends, stock movements, and indices to keep clients updated.

• Manage and operate trading terminals (NSE/BSE) efficiently.

Relationship Management

• Build and nurture strong relationships with existing and prospective clients.

• Understand clients’ financial goals and risk profiles to recommend suitable investment products.

• Assist clients with KYC, account opening, and onboarding formalities.

• Drive business growth through revenue generation, client acquisition, and cross-selling of products (Mutual Funds, SIPs, Insurance, etc.).

Compliance & Reporting

• Adhere to all regulatory and compliance guidelines.

• Coordinate with internal teams such as RMS, Surveillance, and Activation for smooth branch operations.

• Maintain proper reporting of transactions, approvals, and client activities.