4.0 - 8.0 years

9 - 19 Lacs

Mumbai

Work from Office

Direct Responsibilities Responsible to grow market share, revenues and increase wallet share of assigned regions (if any). Ensure all the activities are in adherence as per compliance and risk policies. Engage Digitally with clients to educate them and promote in-house tools & strategie s Contributing Responsibilities Engage Digitally with clients to educate them and promote in-house tools & strategies. Responsible to grow market share, revenues and increase wallet share centrally as well as assigned regions (if any). Plan and run various digital campaigns for cash & F&O business in-coordination with research, data analytics and digital teams. Co-ordinate with zonal heads, group heads and branches and relationship managers to initiate and conduct front end training to equip them with the tools needed to have better client engagement. Identify and analyze trends on market share and turnover activity across Branches through regular evaluation of company s MIS reports and develop strategies in order to arrest any deviations and align them with the set company's goals. Preferred candidate profile Graduation is a must Min 4 to 8 years of similar experience Kindly share updated resume on lakshmi.veliath@sharekhan.com with subject line - CV for Manager - Equity Sales

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Equity Relationship Manager Sharekhan

1.0 - 5.0 years

1 - 5 Lacs

Bhopal, Madhya Pradesh, India

On-site

Roles and Responsibilities: Equitysalestoallclientsofbranchwithspecial focusonHNIclients. Revenuegenerationfromequity,commodity&equityproductstomeetbranch overall equity broking targets. GeneratingNetinterestincomethroughMargin tradefunding(MTF) asper assigned targets Assestgatheringthrough,Advisoryproducts,Investiger,IPO,ETFetc. Acquiringnewclients&generaterevenuesfromnewclients. Responsibleforactivationoftradingaccountofclients,assistingnewentrantsinthe equity market to understand the dynamics of market HelpcustomerstoExecutetradeonlineandplaceordersonbehalfofcustomers. Givingconfirmationofordersandtradesdoneduringthedaytoclients. Advisingclientswithrequisiteinformationregardingthemarketcondition. ProfilingClients&Suggestingfinancialproducts(Equity)tomeetcustomerneedsas per their risk appetite. ContributingResponsibilities AchievingtheBusinesstargetassignedtobranchintermsof,Brokingrevenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuringthehighestlevelofserviceto theclients. Ensureatleastoneclient meetingperdayisdone.

Posted 3 weeks ago

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PCG - Advisory Manager Sharekhan

4.0 - 6.0 years

4 - 6 Lacs

Mumbai, Maharashtra, India

On-site

Roles and Responsibilities: The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time Generate interest income Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment To handle the assigned clients in a very effective and seamless manner To improve and maintain the client activity ratio by activating clients across the segments

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Manager Advisory Equity & Investment Products PCG (Pvt. Client Group) QuickTurtle

7.0 - 12.0 years

8 - 15 Lacs

Mumbai

Work from Office

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Location - Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

Posted 1 month ago

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