Equity Relationship Manager

Direct

• Equity

  sales

  to

  all

  clients

  of

  branch

  with

  special focus

  on

  HNI

  clients

  .

• Revenue

  generation

  from

  equity,

  commodity

  &

  equity

  products

  to

  meet

  branch overall equity broking targets.

• Generating

  Net

  interest

  income

  through

  Margin trade

  funding

  (MTF) as

  per assigned targets

• Assest

  gathering

  through,

  Advisory

  products,

  Investiger,

  IPO,

  ETF

  etc.

• Acquiring

  new

  clients

  &

  generate

  revenues

  from

  new

  clients.

• Responsible

  for

  activation

  of

  trading

  account

  of

  clients,

  assisting

  new

  entrants

  in

  the equity market to understand the dynamics of market

• Help

  customers

  to

  Execute

  trade

  online

  and

  place

  orders

  on

  behalf

  of

  customers

  .

• Giving

  confirmation

  of

  orders

  and

  trades

  done

  during

  the

  day

  to

  clients.

• Advising

  clients

  with

  requisite

  information

  regarding

  the

  market

  condition.

• Profiling

  Clients

  &

  Suggesting

  financial

  products

  (Equity)

  to

  meet

  customer

  needs

  as per their risk appetite.

Contributing

• Achieving

  the

  Business

  target

  assigned

  to

  branch

  in

  terms

  of,

  Broking

  revenue, acquiring clients, enhancing, & upgrading the client relationship.

• Ensuring

  the

  highest

  level

  of

  service

  to the

  clients.

• Ensure

  at

  least

  one

  client meeting

  per

  day

  is

  done.

Preferred candidate profile