Equity Expert in a leading Stock Broking MNC

From 5 to 10 year(s) of experience
₹ 4-8 Lacs P.A.

Job Description

Roles and Responsibilities


To spearhead activation and servicing for demat holdings in the given Region/Zone/Cluster. The primary responsibility of the Equity Expert (EE) is to achieve revenue targets of the Region/Zone/Cluster through equity/currency/commodity broking and lending within the segment by aiding a team of Investment Specialist (IS) who are responsible for generating the overall revenue, including broking and lending revenue of the segment through the existing and acquired Super Investor customer base.


The main responsibility of the EE is to achieve broking and lending revenue target of the Region by conducting demat portfolio reviews and providing research / updates to team members and Super Investor clients of company. Also training the team on equity, commodity and forex markets will be one of the key responsibility. This is a senior equity advisor role. The EE will be aiding a team of IS in achieving their targets. The regional dealer(s) will be reporting into the Equity Expert.


  • Achievement of Broking and lending revenue targets for the region/zone/cluster – Equity, Currency & Commodity
  • Responsible for the training on above mentioned business line in the given geography
  • Provide support to all members of the SI team of the Region
  • Research ideas are well communicated across the team and Super Investors of the given geography
  • Manage the team of dealer(s) of the region/zone/cluster


  • Servicing and garnering revenue from company's Super Investor in the given geography
  • Interact closely with the key stake holders
  • Make customers eligible for upgrade to other segments

Desired Candidate Profile


  • Graduate/Post Graduate
  • Course on Fundamental and Technical Analysis would be an added advantage.
  • NISM and NCFM certifications are a must
  • CFP and IRDA would be an added qualification
  • A good understanding and knowledge of equity, currency & commodity markets along with lending products is a must.

Essential Functional Skills/ Competencies

  • 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications
  • Well aware about the different investment products and well updated with the market information
  • Ability to work with different teams
  • Should be a good team member and manager
  • Have great client management skills
  • Strong analytical skills to interpret market and business information


  • Strong communication & written skills
  • Fluency in local language is an added advantage
  • Excellent interpersonal skills and team management skills
  • Highly self –motivated
  • Willingness to learn and adapt


UG:Any Graduate

Company Profile

Fortune Human Capital (P) Ltd

Our client is a leading Stock Broking MNC
Company Info
View Contact Details+

Recruiter Name:HR department

Contact Company:Fortune Human Capital (P) Ltd


Reference Id:Equity Expert



4-8 Lacs P.A.

Role Category:

Trading, Asset & Wealth Management


Equity Research Analyst

Employment Type:

Full Time, Permanent