Equity Dealer

Sharekhan; Bharuch District; On-site; INR 400,000 - 1,200,000; Full time

Job summary

Sharekhan is seeking an experienced Equity Sales professional in Gujarat to drive branch revenue through equity and related product sales. The role emphasizes onboarding and activating new clients, advising on market conditions, and helping clients execute trades online.

The candidate will work with high-net-worth individuals, generate advisory opportunities, and meet branch targets while expanding the client base.

Qualifications

• Experience in equity sales and handling HNI clients.
• Ability to generate revenue to meet branch targets.
• Knowledge of equity, commodity and equity 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 overall equity broking targets.
• Generating Net interest income through Margin trade funding (MTF) as per assigned targets.
• Asset gathering through Advisory products, Investiger, IPO, ETF etc.
• Acquiring new clients & generate revenues from new clients.
• Activation of trading accounts and guiding new entrants in equity market.
• Help customers to execute trades online and place orders on behalf of customers.
• Giving confirmation of orders and trades to clients.
• Advising clients with requisite information regarding market conditions.
• Profiling Clients & Suggesting financial products to meet customer needs as per risk appetite.

Skills

Equity sales

Client acquisition

HNI client handling

Market advisory

Revenue generation

Account activation

Education

Bachelor's in Finance

Tools

Trading platforms

MTF

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.