Equity Dealer

Sharekhan Limited; Mangaluru; Presencial; INR 500 000 - 800 000; Tempo integral

Resumo da oferta

Sharekhan Limited is seeking a client acquisition and advisory professional to drive revenue and grow the branch client base in India. You will actively acquire clients, open and activate trading accounts, and generate revenue from new acquisitions on an ongoing basis.

Responsibilities include achieving targets across broking revenue, MTM funding, asset gathering, product promotion, and delivering high-quality service while building strong client relationships and meeting branch targets.

Responsabilidades

• Acquire new clients, open and activate trading accounts, and generate revenue.
• Meet broking revenue targets across equities, futures & options, commodities, and related products.
• Promote assets: Investiger, IPOs, ETFs, mutual funds and other investment solutions.
• Profile clients by risk, provide market updates, advise, execute trades, confirm orders, and meet daily client meetings.
• Deliver excellent service, build relationships, educate new investors, support branch targets.

Descrição da oferta de emprego

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.