Equity Relationship Specialist / Equity Relationship Manager

Sharekhan Limited; Bharuch District, Ahmedabad District; Presencial; INR 350.000 - 700.000; Jornada completa

Descripción de la vacante

Sharekhan Limited in India is seeking a client acquisition and relationship specialist to open and activate trading accounts, drive revenue from equities, futures & options, and other investment products, and meet recurring targets. The role includes promoting advisory services, profiling clients by risk, and delivering market updates and advice.

You will execute trades online or on behalf of clients, confirm orders, and aim to hold at least one client meeting daily while delivering high-quality

Responsabilidades

• 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.] ,
• CoT_job_summary_short":"COMPANY NAME: Sharekhan Limited\nKEY POINTS: Client acquisition, revenue targets, advisory product promotion"
• job_summary_short":"<p>Sharekhan Limited in India is seeking a client acquisition and relationship specialist to open and activate trading accounts, drive revenue from equities, futures & options, and other investment products, and meet recurring targets. The role includes promoting advisory services, profiling clients by risk, and delivering market updates and advice.</p><p>You will execute trades online or on behalf of clients, confirm orders, and aim to hold at least one client meeting daily while delivering high-quality service and building strong relationships that support branch goals.</p>",
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• estimated_low":350000,
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• estimated_high":700000,
• currency":"INR","frequency":"yearly","bonus":null,
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Descripción del empleo

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.