Equity Relationship Manager

Sharekhan

1 - 5 years

1 - 5 Lacs

Bhopal Madhya Pradesh India

Posted:3 days ago| Platform: Foundit logo

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Skills Required

Broking revenue acquiring clients Client Relationship Building Risk Management Equity Sales Revenue Generation

Work Mode

On-site

Job Type

Full Time

Job Description

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.

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