Equity Relationship Manager

5 days ago


Bhopal Gandhinagar, India Sharekhan Full time

Job Description Roles and Responsibilities: - Equitysalestoallclientsofbranchwithspecial focusonHNIclients. - Revenuegenerationfromequity,commodity&equityproductstomeetbranch overall equity broking targets. - GeneratingNetinterestincomethroughMargin tradefunding(MTF) asper assigned targets - Assestgatheringthrough,Advisoryproducts,Investiger,IPO,ETFetc. - Acquiringnewclients&generaterevenuesfromnewclients. - Responsibleforactivationoftradingaccountofclients,assistingnewentrantsinthe equity market to understand the dynamics of market - HelpcustomerstoExecutetradeonlineandplaceordersonbehalfofcustomers. - Givingconfirmationofordersandtradesdoneduringthedaytoclients. - Advisingclientswithrequisiteinformationregardingthemarketcondition. - ProfilingClients&Suggestingfinancialproducts(Equity)tomeetcustomerneedsas per their risk appetite. ContributingResponsibilities - AchievingtheBusinesstargetassignedtobranchintermsof,Brokingrevenue, acquiring clients, enhancing, & upgrading the client relationship. - Ensuringthehighestlevelofserviceto theclients. - Ensureatleastoneclient meetingperdayisdone.


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