Equity Relationship Specialist (Equity RM)

Sharekhan Limited; Jamnagar, Rajkot; On-site; INR 400,000 - 700,000; Full time

Job summary

Sharekhan Limited in Jamnagar seeks a motivated sales-focused professional to acquire new trading clients, activate accounts, and drive revenue across equities and derivatives. You will promote advisory products and actively engage clients with market insights and trade executions.

The role requires a graduate with finance awareness and at least two years of relevant experience, along with NISM VIII certification. Join a dynamic team focused on growth and client service.

Qualifications

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

Responsibilities

• Actively acquire new clients, open and activate trading accounts, and generate revenue from new acquisitions.
• Achieve targets for broking revenue across equities, derivatives, commodities, and related products.
• Drive asset gathering and promotion of advisory products to clients.
• Profile clients based on risk appetite, provide market updates and advice, and execute trades online on behalf of clients.
• Deliver high-quality service, maintain client relationships, and help branch meet targets in acquisition, revenue and relationships.

Skills

Client acquisition

Relationship management

Market updates

Advisory

Trading execution

Education

Graduate in any stream

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)