Equity Advisor

6 days ago

Bengaluru, India KP Solutions Full time

**Minimum 1 years experience in equity dealer**

**AREA OF RESPONSIBILITY**:
The primary responsibility of Relationship Manager is to Generate Broking Revenue, Cross Sell third party products such as Mutual Funds, PMS and AIF, generate interest income, acquiring new clients and reactivating old dormant clients, client servicing, RM will report to Team Leader /City Head.

**Main RESPONSIBILITIES**:
The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue along with cross selling third party products and also inhouse products launched by Sharekhan from time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers interms of advisory and also operational issues and give timely solutions for the same which will play a differentiature for this segment.

**TO GUARANTEE**:

- To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time
- Generate interest income
- Understanding of clients profile and suggest Portfolio/ Asset Allocation.

**TO CONTRIBUTE**:

- Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment
- To handle the assigned clients in a very effective and seamless manner
- To improve and maintain the client activity ratio by activating clients across the segments
- **Required qualification's**:

- Graduate / Post Graduate
- Good communication skill
- Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products
- 7 years of work experience in the financial services industry and relevant regulatory certifications like NISM & AMFI is a must

**Salary**: ₹300,000.00 - ₹500,000.00 per year

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Salem, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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