Equity Advisor or Equity Relationship Manager
2 days ago
Role & responsibilities
• Equity sales to all clients of branch with special focus on HNI clients .
• Revenue generation from equity, commodity & equity productsto 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 revenuesfrom new clients.
• Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
• Help customersto 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
Minimum 2-3 Years of experience in Stock Market
Sholuld have NISM 5A or NISM Viii
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