Equity Relationship Specialist (Equity RM)

Sharekhan Limited; Bokaro District; On-site; INR 420,000 - 680,000; Full time

Job summary

Sharekhan Limited invites experienced financial sales professionals to join its client-centric sales team in India. You will build a robust client network, open trading accounts, and drive revenue through broking services across equities, derivatives, and mutual funds.

The role requires a graduate with knowledge of financial markets, a minimum of two years’ experience, and NISM VIII certification. You will regularly engage clients, provide market updates, and aim for daily client meetings to

Qualifications

• Graduate in any stream with basic knowledge of financial markets.
• Minimum 2 years relevant experience.
• NISM VIII certification required (Equity Derivatives).

Responsibilities

• Acquire new clients, open and activate trading accounts, and drive revenue growth.
• Promote investment products and solutions including IPOs, ETFs, mutual funds, and advisory products.
• Profile clients, assess risk, provide market updates and trade execution support.
• Maintain high service levels and nurture long-term relationships to meet branch targets.
• Engage in daily client meetings and ensure timely confirmation of orders.

Skills

Client acquisition

Revenue generation

Asset gathering

Advisory services

Customer relationship management

Education

Graduate

NISM VIII ( Equity Derivatives )

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.

Key Requirements

• Graduate in any stream with basic knowledge of financial markets.
• Minimum 2 years relevant experience
• Certifications NISM VIII ( Equity Derivatives)