Equity Relationship Specialist/Equity Advisor
15 hours ago
Role & 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
• Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc.
• Acquiring new clients & generate revenues from new clients.
• Responsible for activation of trading account of clients, assisting new entrants in 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.
Preferred candidate profile
Graduation is Must
NISM 8 and NISM Commodity certificate is must
Candidate with Technical analysis and Derivatives Certificates will have additional advantage
Interested candidates can share CV to or Watsapp
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