Trade Advisor - Equity

Role overview

This position is centered on supporting portfolio and PMS-related operations, coordinating between customers, distributors, operations, custodians, dealers, and fund management teams to keep processes running smoothly. The role also involves acting as the single point of contact for receiving client or distributor cheques, ensuring bank deposit completion, and sharing fund-related MIS with the relevant internal teams so client accounts can be cleared without delay.

Business context

Aditya Birla Money Ltd. operates as a broking business in equity, commodities, and currency. The organization has around 800 employees across roughly 40 locations and serves more than 3 lakh customers. Its commodity activity is handled through a wholly owned subsidiary, Aditya Birla Commodities Broking Limited. The company is one of the established securities trading firms in India, functioning in a tightly regulated environment with oversight from SEBI, RBI, AMFI, FMC, IRDA, and multiple market infrastructure institutions including NSE, BSE, NCDX, MCX, NSDL, and CDSL. It also competes in a crowded market alongside large national brokers and local firms.

What the role involves

• Coordinating daily PMS fund movement updates and sharing clear-fund status with treasury, custody, fund accounting, and RMS teams.
• Tracking funds received in cash or through stock transfer and following up to ensure the records are updated accurately.
• Checking signature validity on redemption requests and coordinating with dealers for stock sales where required.
• Ensuring client credit proceeds are passed on by the fund accounting team in a timely manner.
• Making sure all applicable fees are recovered before an account is closed.
• Managing customer and internal queries related to portfolio matters, investment returns, and related service requests within defined turnaround times.
• Handling requests for statements and other reports from clients.
• Preparing and sending daily MIS on clear funds received from fresh or top-up transfers, and informing custody teams when stock transfers lead to account activation.
• Sharing PMS reports with distributors whenever requested.
• Updating model portfolios whenever holdings are bought or sold.
• Maintaining the portfolio base file and updating NAV on a daily basis for review by the fund management team.
• Keeping sufficient clear balances in client accounts to support monthly management fee recovery.

Skills and profile fit

The role requires strong communication, the ability to manage several tasks at once, quick responsiveness, and disciplined reporting. A working understanding of KYC requirements for PMS accounts is needed, along with the ability to support KYC documentation and trade updates in the terminal whenever backup support is required.

Additional notes

The organization operates in a highly regulated and highly competitive market, so accuracy, coordination, and timely escalation are important parts of the job. The role supports multiple stakeholders and depends on careful monitoring of daily inflows, outflows, account movements, and reporting obligations.