Equity Dealer

Sharekhan

Ahmedabad District

On-site

INR 500,000 - 700,000

Full time

4 days ago
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Job summary

Sharekhan in Ahmedabad is seeking experienced professionals for equity sales with a focus on HNI clients. You will drive revenue across equity, commodity and related products, while activating trading accounts and guiding new entrants through market dynamics.

The role emphasizes advisory offerings, asset gathering, and timely market insights to tailor financial solutions, including IPOs, ETFs, and Investiger products.

Qualifications

  • Equity sales to clients with focus on HNI clients.
  • Generating revenue from equity, commodity & equity products.
  • Activating trading accounts and guiding new entrants in the market.
  • Advising clients on market conditions and financial products.

Responsibilities

  • Equity sales to all clients of branch with special focus on HNI clients.
  • Revenue generation from equity, commodity & equity products to meet branch targets.
  • Generating Net interest income through Margin trade funding (MTF) as per targets.
  • Asset gathering through Advisory products, Investiger, IPO, ETF etc.
  • Acquiring new clients and generating revenues from new clients.
  • Activation of trading accounts and assisting new entrants to understand market dynamics.
  • Help customers to Execute trade online and place orders on their behalf.
  • Giving confirmation of orders and trades done during the day to clients.
  • Advising clients with requisite information regarding the market condition.
  • Profiling clients and suggesting financial products (Equity) to meet needs.

Skills

Equity sales
Client relationships
Revenue generation
Market advisory
High net worth focus
New client acquisition

Tools

Investiger
Trading platforms

Job description

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
  • 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.

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