Equity Relationship Specialist

Sharekhan; Madurai District, Coimbatore District; On-site; INR 400,000 - 800,000; Full time

Job summary

Sharekhan in Madurai seeks an Equity Sales professional to drive branch equity revenues and manage key client relationships. The role emphasizes servicing clients, guiding them on trading platforms, and meeting performance targets.

You will focus on HNI clients, assist with online trades, and provide timely market insights while aligning product recommendations with each client’s risk appetite.

Qualifications

• Experience in equity sales or brokerage is preferred.
• Ability to identify client needs and tailor financial solutions.
• Strong communication and relationship-building skills.
• Familiarity with equity, commodity and ETF products is a plus.

Responsibilities

• Equity sales to all clients of branch with focus on HNI clients.
• Generate revenue from equity, commodity & equity products to meet branch targets.
• Generate Net interest income through Margin trade funding as per targets.
• Asset gathering through Advisory products, Investiger, IPO, ETF etc.
• Acquire new clients and generate 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 confirmations of orders and trades and advise on market conditions.
• Profile clients and suggest financial products to meet risk appetites.

Skills

Equity sales

Client management

Trading platform guidance

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.