Equity Dealer/ Equity Relationship Specialist

2 weeks ago


Kozhikode Shimoga, India Sharekhan Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Roles and Responsibilities

  • Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement.
  • Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading.
  • Prepare reports using Excel and PowerPoint to present findings and recommendations to clients.
  • Ensure compliance with regulatory requirements by adhering to NRI guidelines.

  • Accurate and timely execution of orders on terminal.

  • Revenue generation and activation of inactive clients
  • Managing client portfolio and solving client queries.
  • Overall achieving business targets and enhancing client relationships.
  • Interested candidates can share CV to or whatsapp

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