Equity Dealer

Sharekhan Limited; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Sharekhan Limited in Bengaluru seeks a high-performing client acquisition and relationship professional to drive new account openings and revenue growth. You will promote advisory products, execute client trades, and deliver market insights to help clients navigate the equity and derivatives landscape.

The role focuses on activating new clients, maintaining strong relationships, and contributing to branch targets through proactive engagement and investment solutions.

Responsibilities

• Acquire new clients and open trading accounts, activating them and generating revenue from new acquisitions.
• Meet targets for broking revenue across equities, futures & options, commodities and other products; generate Net Interest Income via Margin Trade Funding.
• Drive asset gathering and promotion of advisory products, IPOs, ETFs, mutual funds and other investment solutions among clients.
• Profile clients by risk appetite, provide market updates and advice, suggest suitable equity products, and execute trades online or on behalf of clients.
• Deliver top-tier service, maintain strong relationships, assist new investors in understanding markets, and contribute to branch targets in acquisition, revenue and relationships.

Job description

Key Responsibilities:

• Client Acquisition & Activation: Actively acquire new clients, open and activate trading accounts, and generate revenue from new acquisitions on an ongoing basis.
• Revenue Generation: Achieve assigned targets for broking revenue from equities, futures & options, commodities, and equity-related products; generate Net Interest Income through Margin Trade Funding (MTF).
• Asset Gathering & Product Promotion: Drive asset gathering and activation of advisory products, Investiger, IPOs, ETFs, mutual funds, and other investment solutions among clients.
• Client Engagement & Advisory: Profile clients based on risk appetite, provide market updates and advice, suggest suitable equity products, execute trades online/on behalf of clients, confirm orders/trades, and ensure at least one client meeting per day.
• Service & Relationship Management: Deliver highest level of service, maintain strong client relationships, assist new investors in understanding market dynamics, and contribute to branch targets in client acquisition, revenue, and relationship enhancement.