Equity Relationship Manager

Location:

About the Role

Equity Sales Professional

Key Responsibilities

Direct Responsibilities

• equity sales

• equity, commodity & related financial products

• Net Interest Income (NII)

• Mobilize assets through Advisory Products, Investiger, IPOs, ETFs, and other investment solutions.

• Acquire new clients

• activation of trading accounts

• Support customers to execute trades online or place trades on their behalf.

• Provide order confirmations and daily trade updates to clients.

• Offer market insights and investment recommendations as per client profiles.

• equity investment products

Contributing Responsibilities

• broking revenue, client acquisition, and client engagement

• Ensure high quality service delivery and customer satisfaction.

• at least one client meeting per day

Technical & Behavioural Competencies

Behavioural Skills

• Ability to deliver / Results-driven

• Strong communication skills oral & written

• Client-focused approach

• Customer Relationship Management

Transversal Skills

• Ability to develop and leverage networks

• Target-driven mindset

• Ability to develop & adapt processes

• Ability to inspire and build commitment

• Ability to manage meetings, seminars, or training sessions

Required Qualifications

• Graduate / Post Graduate in any stream

• Knowledge of capital markets is essential

• Mandatory:

  • NISM Series VIII (Equity Derivatives)

  • NISM Commodity

• Preferred:

  • Technical Analysis Certification

  • Derivatives Certification

Key Performance Indicators (KPI)

• Core Focus

  Overall Branch Brokerage vs Target 40%
• Branch-level MTF Net Interest Income 15%

• New Client & New Revenue

  New Client Addition (#) 5%
• Revenue from New Clients (INR) 15%

• Qualitative Evaluation

  Branch Manager & Group Head Assessment 25%

• Total     100%