Equity Relationship Manager

Role & responsibilities

Direct Responsibilities

• 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

• Graduate / Post graduate in any stream with  knowledge of  capital markets.
• NISM Series VIII (Equity derivatives)
• NISM – Commodity

Technical analysis certification course & derivative certification course will be an added advantage