Equity Relationship Specialist (Equity RM)

Sharekhan Limited; Varanasi, Bareilly, Lucknow; Presencial; INR 400.000 - 700.000; Jornada completa

Descripción de la vacante

Sharekhan Limited in India is seeking a capable sales professional to drive client acquisition, activation of trading accounts, and revenue generation across equities, derivatives, and related products.

The role emphasizes advisory engagement, market updates, and maintaining strong client relationships while meeting branch targets and providing guidance to new investors.

Formación

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

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.

Conocimientos

Financial market knowledge

Educación

Graduate in any stream

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.

Key Requirements

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