Equity Relationship Specialist / Equity Relationship Manager

Sharekhan; Kolhapur District; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Mirae Asset Sharekhan seeks an Equity Relationship Specialist to acquire new clients, deepen relationships with HNIs, and drive revenue from equity broking and related products in a full-service broking environment.

The role focuses on client activation, advisory services, trade execution support, and product promotion while meeting branch equity targets through proactive client engagement.

Qualifications

• Bachelor's degree or equivalent in any stream (Graduate/Post Graduate preferred).
• Minimum 2 years of relevant experience in capital markets, equity sales, broking, or financial advisory services.
• NISM Series VIII Equity Derivatives certification mandatory; Commodity/Technical Analysis preferred.

Responsibilities

• Acquire new clients and activate trading accounts; drive revenue from equity broking and related products.
• Achieve targets for broking revenue from equities, futures & options, commodities, and related products; generate Net Interest Income via MTF.
• Drive asset gathering and activation of advisory products, IPOs, ETFs, mutual funds, and other investment solutions.

Skills

Communication skills

Sales target achievement

Teamwork

Relationship management

Self-motivation

Capital markets knowledge

NISM VIII Equity Derivatives

Education

Bachelor's degree

Job description

Job Overview:

As the Equity Relationship Specialist (Equity RM) at Mirae Asset Sharekhan (part of Mirae Asset Financial Group), you will be responsible for acquiring new clients, deepening relationships with existing clients (with special focus on HNIs), and driving revenue from equity broking and related products. You will play a critical role in achieving branch equity business targets through active client engagement, advisory services, trade execution support, and product promotion in a full-service broking environment.

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.

Qualifications:

• Education: Bachelor's degree or equivalent in any stream (Graduate/Post Graduate preferred).
• Experience: Minimum 2 years of relevant experience in capital markets, equity sales, broking, or financial advisory services.
• Skills:

• Strong communication and interpersonal abilities (oral & written); fluency in local language is an added advantage.
• Proven track record in sales target achievement and revenue generation from clients.
• Ability to work independently and as part of a team in a target-driven environment.
• Client-focused mindset with excellent relationship management and advisory skills.
• Self-motivated, results-driven, process-oriented, and adaptable to market changes.
• Candidates should have knowledge of capital markets, equity products, and NISM certifications (with Series VIII Equity Derivatives being mandatory and Commodity/Technical Analysis preferred).