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Equity Relationship Manager

2 weeks ago

Hyderabad, Telangana, 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 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.

Contributing Responsibilities

  • Achieving the Business target 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

  • Graduate / Post graduate in any stream with  knowledge of  capital markets.
  • NISM Series VIII (Equity derivatives)
  • NISM – Commodity

Technical analysis certification course & derivative certification course will be an added advantage