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

AREA OF RESPONSIBILITY:

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.

MAIN RESPONSIBILITIES:

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.

TO GUARANTEE:

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

TO CONTRIBUTE:

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

REQUIRED QUALIFICATIONS:

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

PERSONAL SKILL:

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

Key Skills

Equity Research Stock Trading Commodity