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AVP-Equity Broking
AVP-Equity BrokingInfinity Capitols • Chennai, IN
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AVP-Equity Broking

AVP-Equity Broking

Infinity Capitols • Chennai, IN
11 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
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    Broking • Chennai, IN