Talent.com
AVP-Equity Broking
AVP-Equity BrokingInfinity Capitols • kollam, kerala, in
No longer accepting applications
AVP-Equity Broking

AVP-Equity Broking

Infinity Capitols • kollam, kerala, in
3 days ago
Job description

We are looking for an experienced and performance-driven Assistant Vice President (AVP) – Equity Broking to lead our broking business, strengthen client relationships, and drive revenue growth. The ideal candidate should have deep market knowledge, strong leadership skills, and a proven track record in equity sales, advisory, and broking operations.

Key Responsibilities

  • Lead and manage the equity broking vertical, ensuring achievement of revenue, AUM, and client acquisition targets.
  • Develop strategies to enhance client engagement and grow the retail and HNI client base.
  • Provide investment ideas, market insights, and actionable recommendations to clients.
  • Oversee daily trading operations and ensure adherence to all regulatory and compliance standards.
  • Build and mentor a high-performing team of dealers, advisors, and relationship managers.
  • Monitor equity markets, sector performance, and macroeconomic trends to support advisory functions.
  • Coordinate with research, risk, compliance, and operations teams to ensure seamless client service.
  • Manage key accounts, drive cross-selling of financial products, and enhance wallet share.
  • Identify and acquire new retail and / or institutional clients for equity trading.
  • Promote demat and trading account openings through lead generation, referrals, and strategic outreach.
  • Achieve monthly and quarterly business targets for client onboarding and trading volume.

Trading Platform Promotion

  • Demonstrate features of trading platforms (web / mobile), research tools, and market analytics to prospective clients.
  • Assist clients in setting up accounts, understanding trading interfaces, and executing trades effectively.
  • Client Relationship Management

  • Maintain strong relationships with active traders and high-value clients.
  • Provide timely market updates, reports, and insights to encourage trading activity.
  • Address client queries related to trading, research reports, margin requirements, and order execution.
  • Sales Execution & Revenue Generation

  • Drive revenue through brokerage generation, cross-selling investment products (mutual funds, derivatives, IPOs), and increasing client activation rates.
  • Monitor client trading patterns and identify opportunities to upsell advanced trading features or advisory services.
  • Compliance & Operational Support

  • Ensure all client onboarding, KYC, and regulatory requirements are met.
  • Coordinate with operations, research, and risk teams to ensure smooth service delivery.
  • Qualifications & Experience

  • Bachelor’s degree in Finance, Business Administration, Economics, or related field.
  • 5–10 years of experience in equity sales, broking, share trading, or investment advisory.
  • Strong understanding of capital markets, stock trading mechanisms, order types, and brokerage structures.
  • NISM certifications (Series VII, Series VIII, etc.) preferred depending on region.
  • Key Skills & Competencies

  • Solid knowledge of stock markets and equity trading dynamics.
  • Strong sales aptitude and target-driven approach.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to build trust with traders, HNIs, and long-term investors.
  • Comfort with trading platforms, market data tools, and basic technical / fundamental analysis.
  • High level of integrity and compliance orientation.
  • Performance Metrics

  • New trading / demat accounts opened
  • Monthly trading volume generated
  • Brokerage and revenue contribution
  • Client activation and retention rates
  • Cross-sell ratio of related investment products
  • Create a job alert for this search

    Broking • kollam, kerala, in

    Related jobs
    Business Development Partner (Commission-Based)

    Business Development Partner (Commission-Based)

    im24x7 Delta Solutions FZCO • Thiruvananthapuram, IN
    AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show more
    Last updated: 8 days ago • Promoted
    Education Initiatives Coordinator

    Education Initiatives Coordinator

    Teddy Buddies • Thiruvananthapuram, Republic Of India, IN
    We’re looking for someone to be the Director’s strategic right-hand — the person who keeps projects moving, programs aligned, and priorities under control. If you’re the kind of person who finds cal...Show more
    Last updated: 4 days ago • Promoted
    Investment Portfolio Advisor

    Investment Portfolio Advisor

    Fastline Recruitment Services • Trivandrum South, KL, Kerala, India
    Direct Responsibilities • Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and...Show more
    Last updated: 20 days ago
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLC • Thiruvananthapuram, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Advisor

    Commercial Advisor

    kimbocorp • Thiruvananthapuram, IN
    Commercial Advisor – Build Million-Dollar Holding Companies from Your Jurisdiction.Freelance with strong potential for retainer or fixed compensation. USD 3,000 to 20,000+ per month (performance-bas...Show more
    Last updated: 30+ days ago • Promoted
    VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

    VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

    Confidential • Thiruvananthapuram / Trivandrum
    Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA / B2B), Equity Broking.Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit.Managing large cus...Show more
    Last updated: 30+ days ago • Promoted
    VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    Confidential • Thiruvananthapuram / Trivandrum
    VP / AVP / DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance.QuickTurtle is seeking a highly experienced and strategic. VP / AVP / DVP - PCG Advisor, B2B Partner Alliance.You'll be instrumental...Show more
    Last updated: 30+ days ago • Promoted
    Program Advisor

    Program Advisor

    HOAG • Alappuzha, IN
    Job Description : Program Advisor.The Program Advisor is a critical, front-facing role responsible for driving enrollment and serving as the primary bridge between prospective students / parents and t...Show more
    Last updated: 10 hours ago • Promoted • New!
    Cluster Manager Equity Broking & Investment Products

    Cluster Manager Equity Broking & Investment Products

    Confidential • Thiruvananthapuram / Trivandrum
    Cluster Manager - Equity Broking & Investment Products.QuickTurtle is looking for an experienced and results-oriented.Equity Broking & Investment Products team. In this pivotal role, you'll manage a...Show more
    Last updated: 30+ days ago • Promoted
    Regional Business Development Leader

    Regional Business Development Leader

    Roslis Card • Ranni, Republic Of India, IN
    Kerala (Travelling from Pathanamthitta to Thrissur and other locations as needed).The role involves hiring, building, and leading a team of Business Development Managers (BDMs), ensuring the perfor...Show more
    Last updated: 13 days ago • Promoted
    BRANCH MANAGER - AGENCY - CTC UPTO 12 LPA

    BRANCH MANAGER - AGENCY - CTC UPTO 12 LPA

    Confidential • Malappuram, Alappuzha / Alleppey
    Lead and manage the branch operations for the Variable Agency Channel.Recruit, develop, and manage a strong team of Business Associates, Agency Leaders, and Life Insurance Advisors.Drive sales grow...Show more
    Last updated: 17 days ago • Promoted
    EDS-Talent-SeniorAssociate

    EDS-Talent-SeniorAssociate

    Confidential • Thiruvananthapuram / Trivandrum, India
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show more
    Last updated: 13 days ago • Promoted
    ACR Contractor

    ACR Contractor

    Confidential • Thiruvananthapuram / Trivandrum, India
    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your u...Show more
    Last updated: 14 days ago • Promoted
    Incentives & Rebates Program Manager (Remote – India)

    Incentives & Rebates Program Manager (Remote – India)

    Castellan Real Estate Partners • Alappuzha, IN
    Remote
    Incentives & Rebates Program Manager (Remote – India).EV charging, and renewable systems.As part of our expansion into energy efficiency and sustainability, we are seeking a.Incentives & Rebates Pr...Show more
    Last updated: 5 days ago • Promoted
    Vice President - FP&A (Pricing)

    Vice President - FP&A (Pricing)

    Everise • kollam, India
    The VP – Business Controllership is responsible for ensuring proper analysis, documentation and thorough execution of processes and compliance in the areas of revenue forecasting, pricing, and othe...Show more
    Last updated: 17 hours ago • Promoted • New!
    PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment

    PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment

    Confidential • Thiruvananthapuram / Trivandrum
    Franchisees, IFA (Independent Financial Advisors) & Remisers.Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products a...Show more
    Last updated: 30+ days ago • Promoted
    VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

    VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

    Confidential • Pune, Thiruvananthapuram / Trivandrum, Hyderabad / Secunderabad, Telangana
    Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from t...Show more
    Last updated: 30+ days ago • Promoted
    VP / AVP / BM NRI Desk

    VP / AVP / BM NRI Desk

    Confidential • Thiruvananthapuram / Trivandrum
    QuickTurtle is seeking an accomplished and results-oriented.In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relations...Show more
    Last updated: 30+ days ago • Promoted