Equity Dealer

Aditya Birla Capital Ltd.; Ernakulam; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Capital Ltd. Kochi invites applications for an Equity Dealer / Equity Advisor role at Assistant Manager / Deputy Manager level. Required experience 1-6 years and NISM8 certification. Location: Kochi with growth in client advisory and AUM management.

The candidate will manage client portfolios, assess risk, recommend investment strategies, provide market updates, and drive revenue while ensuring client profitability. Strong communication and presentation skills are essential.

Qualifications

• Ability to manage active client portfolios and grow AUM.
• Identify client risk profiles and tailor strategies.
• Provide regular market updates and portfolio reviews.

Responsibilities

• Active client portfolio management & AUM growth
• New client acquisition and relationship management
• Recommend investment strategies based on risk profiles
• Provide regular market updates and portfolio reviews
• Drive revenue while ensuring client profitability
• Engage clients through regular meetings
• Stay updated with market trends and post-result concalls

Skills

Portfolio management

AUM growth

Client acquisition

Relationship management

Risk profiling

Investment strategy

Market updates

Portfolio reviews

Education

Graduate / Postgraduate with relevant experience

Job description

Role: Equity Dealer / Equity Advisor
Location:Kochi
Designation: Assistant Manager / Deputy Manager
Experience: 1 6 years
Mandatory Certification: NISM8

Key Responsibilities

• Active client portfolio management & AUM growth
• New client acquisition and relationship management
• Understanding client risk profiles and recommending suitable investment strategies
• Regular market updates and portfolio reviews
• Revenue generation while ensuring client profitability
• Client mining and engagement through regular meetings
• Keeping abreast of market trends, analyst meets & postresult concalls

Desired Profile

• Graduate / PostGraduate with relevant experience
• Strong communication & presentation skills
• Selfdriven, proactive, and targetoriented mindset
• Passion for equity markets and client advisory