Responsible for driving brokerage revenue by advising clients on equity investments and enhancing their portfolio performance. The role focuses on building strong, long-term customer relationships to ensure high retention and consistent business growth.
Additionally, the FOCO Advisor will promote and cross-sell third-party investment products such as Mutual Funds, SIPs, and PMS to increase client wealth and organizational profitability.
Key Deliverables :-
· Daily Client Risk Management: Monitor client portfolios daily to assess risk and performance. Identify goal deviations and recommend corrective investment actions.
· Client Relationship Management: Build strong client relationships through regular communication and reviews. Provide research-backed investment advisory support.
· Target Achievement & Revenue Growth: Achieve monthly and quarterly brokerage and revenue targets. Participate in joint client meetings to support conversions.
Market Analysis & Compliance: Track market trends and identify relevant investment opportunities. Ensure compliance with SEBI, KYC, and AML guidelines. Maintain ethical standards and report any compliance risks.
Role Requirements :-
Educational Qualification
o A Bachelor’s Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required.
o A strong academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage.
· Certifications:
o Mandatory: NISM Series VIII – Equity Derivatives Certification (must be active/valid as per regulatory norms).
· Relevant Work Experience:
o Minimum 6 months of professional experience in the equity advisory, broking, or wealth management industry.
o Prior exposure to client servicing, equity trading, advisory responsibilities and achieving brokerage targets will be highly valued.
o Experience working within a franchisee-driven business model is a plus.
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..
· Explicit pathways to leadership or specialist roles through structured development programs and franchisee network.