RM Equity Business

Avani Consulting

1 - 6 years

2 - 7 Lacs

Kozhikode Kerala India

Posted:20 hours ago| Platform: Foundit logo

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Skills Required

Relationship Management Revenue Generation Equity Dealing Client Management Trade Funding Financial Products

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Key Responsibilities

Drive equity sales
to all branch clients, with a special focus on
HNI clients
.
Generate revenue
from
equity, commodity, and equity products
to meet overall broking targets.
Generate
Net Interest Income
through
Margin Trade Funding (MTF)
as per assigned targets.
Gather assets
through Advisory products, Investiger, IPOs, ETFs, and other investment instruments.
Acquire new clients
and generate revenue from these new relationships.
Activate trading accounts
for clients and assist new entrants in understanding market dynamics.
Help customers
execute trades online
and
place orders on their behalf
.
Provide
confirmation of orders and trades
to clients daily.
Advise clients with essential information regarding
market conditions
.
Profile clients
and suggest
equity-based financial products
that align with their risk appetite and needs.

Skills & Qualifications

Experience in
Equity sales
is required.
Strong focus on
HNI client management
.
Ability to generate revenue across
equity, commodity, and related products
.
Knowledge of
Margin Trade Funding (MTF)
, Advisory products, IPOs, and ETFs.
Excellent
client acquisition and relationship management skills
.
Strong understanding of
equity market dynamics
and the ability to provide informed advice.
Proficiency in profiling clients and recommending suitable financial products.

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