Hiring for Senior Equity Advisor Franchisee Business .

HR Connect Ms. Priyanka- (phone hidden)

Job Purpose

The CAD Advisor is responsible for guiding franchisee partners on equity investments, portfolio building, and market opportunities. The role focuses on providing research-backed advisory, strengthening partner relationships, driving revenue, and ensuring compliance with all regulatory and organizational policies. The CAD Advisor will serve as a trusted partner to franchisees, enabling them to grow their client base and maximize investment returns.

Key Deliverables

Franchisee Partner Advisory

- Provide expert guidance to franchisee partners on equity investments and portfolio strategies.
- Support partners in identifying and capturing market opportunities to grow their client portfolios.
- Assist in wealth creation initiatives for partners clients by delivering high-quality advisory..

Research Dissemination

- Track equity markets, company performance, and sectoral trends to provide actionable insights.
- Share timely research updates and market recommendations with franchisee partners.
- Enable partners to make informed investment decisions using quantitative and qualitative analysis.

Relationship Management

- Build and maintain solid, long-term relationships with franchisee partners.
- Conduct regular interactions to understand partner needs, challenges, and growth opportunities.
- Act as a trusted advisor, ensuring partners are engaged and confident in their investment strategies.

Revenue Generation & Client Acquisition

- Achieve assigned revenue targets and business KPIs through effective advisory support.
- Support partners in onboarding new clients and increasing assets under management.




- Monitor and track partner performance to ensure consistent revenue growth and client satisfaction.

Compliance & Governance

- Ensure adherence to SEBI guidelines, KYC/AML requirements, and internal organizational policies.
- Maintain high standards of ethical advisory practices across franchisee operations.
- Participate in internal audits and provide necessary documentation for compliance checks.

Role Requirements

Key Requirements

- Educational Qualification
- Graduate degree in Finance, Commerce, Business Administration, or any relevant discipline.
- Strong foundational understanding of capital markets and financial instruments preferred..
- Certifications
- Mandatory: NISM Series VIII Equity Derivatives Certification (must be active/valid as per regulatory norms).
- Relevant Work Experience
- Minimum 2 - 5 years of experience in equity advisory, broking, or financial services..
- Domain Knowledge
- Good knowledge of Equity, Derivatives, and Investment products.
- Understanding of client portfolio management, advisory standards & risk assessment.
- Strong sales and business development mindset with revenue ownership.

Why Join Us?

- Join one of India’s most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation.
- Continuous training, advanced research support, and access to expert advisory teams help you sharpen your investment and market expertise.
- Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers..
- Clear pathways to leadership or specialist roles through structured development programs and franchisee network exposure.

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