Equity Advisory Manager (Surat)

Equity Advisory Manager (Surat)

04 Aug
|
Magneto Brokers
|
Surat

04 Aug

Magneto Brokers

Surat

About the role

We are looking for people who want to own it not just work in it. This is a role for someone who already knows the market, already knows how to build a client book, and is now looking for a platform where their effort translates directly into earnings and career growth. You will advise clients on equity and derivatives, grow your own book, and take charge of the desk's performance at your branch.

If you are looking for a comfortable seat, this is not it. If you are looking for a place to prove what you can do and get paid for it, read on.

What you will do

Client acquisition & book building

- Acquire new clients across retail and HNI segments through referrals, local networking, and your existing market relationships
- Convert leads into active, trading clients and grow their engagement over time
- Build and own a personal client book with clear, measurable revenue targets

Advisory & dealing

- Advise clients on equity and equity-derivatives opportunities aligned to their risk profile and objectives
- Execute trades accurately and promptly on behalf of clients; manage the dealing terminal during market hours
- Track markets, sectors, and corporate developments, and communicate what matters to clients

Relationship management

- Serve as the primary point of contact for your clients handle queries, resolve issues, and build long-term trust




- Increase client retention, activation rates, and wallet share
- Introduce clients to the wider product suite as relevant

What you must have

- Minimum 3 years of relevant experience in a broking house, wealth management firm, or financial services company in an equity advisory, dealing, or relationship-management role
- NISM Series VIII Equity Derivatives certification (mandatory, valid)
- A demonstrable track record of acquiring clients and generating brokerage revenue
- Solid working knowledge of equity markets, derivatives, and trading platforms
- Fluency in Gujarati and Hindi; working English
- Based in or willing to work from Surat (Adajan or Sachin)

Good to have

- Additional NISM certifications (Series VII, Series X-A/X-B, Series XV)
- An existing client base you can bring with you

- Experience handling HNI clients
- Familiarity with mutual funds, commodities, or currency segments

What we offer

- Best-in-industry incentive structure uncapped, transparent, and paid on time. Your book directly determines your earnings
- Fixed salary plus performance-linked payouts
- Clear growth path into senior desk and branch leadership roles
- Strong back-office, research, and operations support so you can focus on clients
- Two convenient Surat locations — Adajan and Sachin

📌 Equity Advisory Manager (Surat)
🏢 Magneto Brokers
📍 Surat

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