Job Details

Job Title

Senior Equity Advisor

Location

Chandigarh & Kolkata

Key Accountabilities

• Acquire high-end, 5-6 HNI equity customers for the Region every month
• Manage the Equity HNI relationships for the Region
• Would be supported by dealers and Equity Advisors in Call Center
• 4 - 5 RMs/ROs at the branch to be mapped to Sr. Equity Advisors who would help them acquire equity HNI customers by making joint calls, meeting /advising their customers etc
• Provide detailed update to HNI equity customers on equity markets, research etc
• Service a set of clients with market and research inputs and thereby contribute to revenues
• Be certified in dealing and also be able to service customers using an Omnesys terminal provided at the branch
• Though these Equity Advisors would be given Omnesys terminals, they would not be placing orders for customers.
• Customers would place orders in the following ways -
  • By calling in to the Call Centre
  • On the IBT
  • By the call centre dealers calling the clients
• Cross sell other FS products to the equity HNI customers

KRAs

• Acquire a minimum of 5 - 6 HNI customers per month and total of 50 customers in a year
• Ensure minimum revenue of Rs. 3.5 - 5 lacs per month from Month 3 and gradual progression there from based on seniority of EA & RM
• Spend around 60% of their time out of office meeting customers and acquiring high end equity clients & assets
• Cross sell other FS products to a minimum of 3 - 4 customers every month

Education

Graduate/MBA

Professional Experience /
Skill Required

A min. experience of 3-4 years in the equity broking industry.