Equity Dealer

Sharekhan Limited; Bharuch District, Ahmedabad District; Sur place; INR 350 000 - 520 000; Plein temps

Résumé du poste

Sharekhan Limited seeks an experienced Equity Sales professional to manage client relationships and drive revenue across equity, commodity, and derivative products. The role focuses on acquiring high-net-worth clients, activating trading accounts, and guiding investors through market dynamics.

You will assist clients with online trades, share daily trade confirmations, and provide timely market insights to support informed decision-making.

Qualifications

• Experience in equity sales and client onboarding is preferred.
• Ability to explain market concepts and product features clearly.
• Strong communication and relationship-building skills.

Responsabilités

• Sell equity, commodity and equity products to branch clients, with focus on HNI clients.
• Generate revenue to meet branch broking targets.
• Drive margin funding income (MTF) as per targets.
• Gather assets through advisory products, IPOs, ETFs and related offerings.
• Acquire new clients and grow revenues from them.
• Activate trading accounts and assist new entrants to understand market dynamics.
• Help customers execute trades online and place orders on their behalf.
• Provide clients with confirmations and trade information for the day.
• Advise clients with market condition insights.

Connaissances

Equity sales

Client acquisition

Financial advisory

Market analysis

Description du poste

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.