Relationship Manager - Equity business

Job Description

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 Responsibilities  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. Show more Show less