Equity Advisor

Job Purpose: These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description Reactivation of clients & acquisition of new clients open market acquisition, cold calling, through referrals Trade on behalf of clients Develop and maintain a long-term relationship with customers. Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads.

Acquisition of De-mat / Trading account from open market and leads (Offline & Online) Conduct lead generation activities for sales penetration. Meeting & pitching customers Generate Equity Business and maintain strong client relationships.

To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors

Experienced professionals in acquiring and trading for HNIs (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores)

Capable of acquiring big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationship with HNI clients

In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales

To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification Equity Derivatives Certificate Examination.

Job Type: Full-time

Pay: 350,000.00 - 600,000.00 per year

Schedule:

• Day shift

Experience:

• total work: 1 year (Required)

License/Certification:

• NISM series 8 certification (Required)

Location:

• Hyderabad, Telangana (Preferred)

Work Location: In person

Expected Start Date: 01/10/2024