Equity Advisory Manager – Broking Serving Skill

The Corporate Institute; India; On-site; INR 400,000 - 650,000; Full time

Job summary

The Corporate Institute in India is seeking a Broking & Wealth Distribution Specialist to boost productivity across equity, commodities and advisory services at our NCR-based branch. You will drive client acquisition, activation of third-party products, and advisory conversations while ensuring compliance and accurate documentation.

Key responsibilities include building a sustainable pipeline (retail and HNI), driving MTF growth, and collaborating with branch sales teams to scale revenue while

Qualifications

• Graduate or postgraduate in Finance, Commerce, MBA (Finance) preferred.
• Min. 2 years in broking/advisory or wealth distribution.
• At least 2 years in acquiring new accounts and developing client relationships.

Responsibilities

• Drive broking productivity with revenue from equity, commodities and advisory products.
• Drive sales and activation of IAP, mutual funds, PMS, AIF, insurance, NFOs, and other products.
• Acquire self-sourced client accounts with strong margins and ensure quality onboarding.
• Build pipeline of retail and HNI clients and strengthen NCR account portfolio.
• Drive MTF activation and growth, with clear risk and usage guidelines.
• Maintain advisory-driven client conversations and conduct regular meetings.
• Ensure timely documentation and adherence to compliance and internal policies.

Skills

Equity markets knowledge

Wealth management ecosystem

Acquiring new accounts

Client relationship development

Communication & presentation

Digital platform proficiency

Education

Bachelor's/MBA in Finance or related field

Job description

Broking Productivity & Revenue Mix:

• Enhance overall broking productivity with a strong contribution from commodity-linked revenue streams.
• Maintain balanced revenue across equity broking, commodities, advisory products, and margin-based offerings.
• Strengthen the branch’s revenue quality by driving consistent advisory-led conversations.

TPP (Third Party Products) Distribution:

• Drive sales and activation of IAP, mutual funds, PMS, AIF, insurance, NFOs, unlisted opportunities, and TGS.
• Ensure healthy product penetration across existing and newly acquired clients.
• Contribute to AUM growth by scaling adoption of investment and protection solutions.

Client Acquisition & Account Sourcing:

• Acquire self-sourced client accounts with strong margin profiles, ensuring quality onboarding.
• Build a sustainable pipeline of retail and HNI clients through targeted sourcing and relationship building.
• Strengthen the branch’s NCR account portfolio through focused acquisition efforts.

MTF (Margin Trading Facility) Book Growth:

• Drive consistent activation and usage of MTF among eligible clients.
• Contribute to progressive expansion of the MTF book throughout the year.
• Ensure clients understand benefits, risks, and usage guidelines for MTF.

Client Engagement & Advisory Activity:

• Maintain structured call connect time with clients through advisory-driven conversations.
• Conduct regular physical client meetings and ensure accurate update in internal platforms.
• Provide research-backed guidance to enhance client portfolios and satisfaction.

Process Discipline & Compliance:

• Ensure timely and accurate documentation of interactions, meetings, and advisory actions.
• Maintain strong attendance and adherence to branch-level advisory processes.
• Uphold compliance with internal policies, risk frameworks, and regulatory guidelines.

Branch Collaboration & Support:

• Partner with branch sales teams to drive business growth while maintaining advisory quality.
• Share feedback with sales teams to improve sourcing quality and client engagement.

Key Requirements:

Education:

• Graduate or Postgraduate in Finance, Commerce, Business Administration or MBA (Finance) preferred.

Experience:

• Min. 2 years of experience in a broking, advisory, or wealth distribution setup will be preferred.
• At least 2 years in acquiring new accounts and developing client relationships.

Skills & Competencies:

• Strong understanding of equity markets, commodities, and the wealth management ecosystem.
• Knowledge of investment products including mutual funds, PMS, AIF, insurance, MTF, and research-led advisory bundles.
• Proven ability to acquire new accounts, develop client relationships, and deliver holistic advisory solutions.
• Excellent communication, presentation, and client engagement skills.
• Ability to work with digital platforms for updates, client meetings, and activity tracking.
• Self-driven, target-oriented, and capable of managing diverse financial portfolios.