Equity Relationship Specialist / Equity Relationship Manager

Mirae Asset Sharekhan; Indore, Bhilai, Jaipur; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Mirae Asset Sharekhan in Indore seeks a client-focused professional to drive account openings, onboarding, and revenue growth across equity, F&O, commodities, and related products.

The role emphasizes asset gathering, advisory product activation, and proactive client engagement, with daily client meetings, market updates, and execution of trades on behalf of clients to build lasting relationships and hit branch targets.

Responsibilities

• Actively acquire new clients, open and activate trading accounts, and generate revenue from new acquisitions.
• Achieve targets for broking revenue from equities, futures & options, commodities, and 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.

Job description

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.