Equity Relationship Specialist/ Equity RM

1 week ago

Chennai, Tamil Nadu, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role & responsibilities

Direct Responsibilities

  • Equity sales to all clients of branch with special focus on HNI clients.
  • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
  • Generating Net interest income through Margin trade funding (MTF) as per assigned targets
  • Assest gathering through, Advisory products, Investiger, IPO, ETF etc.
  • Acquiring new clients & generate revenues from new clients.
  • Responsible for activation oftrading account of clients, assisting new entrantsin the equity market to understand the dynamics of market.
  • Help customers to Execute trade online and place orders on behalf of customers .
  • Giving confirmation of orders and trades done during the day to clients.
  • Advising clients with requisite information regarding the market condition.
  • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite.

Contributing Responsibilities

  • Achieving the Businesstarget assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship.
  • Ensuring the highest level of service to the clients.
  • Ensure at least one client meeting per day is done.

Preferred candidate profile

  • Strong communication & written skills
  • Fluency in local language is an added advantage.
  • Excellent interpersonal skills and must be a team player.
  • Must be process oriented and must be willing to learn and adapt.
  • Highly self motivated

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