Job
Description
As a Sales Manager for Share Trading, your role involves acquiring new clients for equity trading accounts, increasing trading volumes, and promoting the company's trading platforms and investment products. You should possess strong knowledge of stock markets, equity products, online trading platforms, and client relationship management. **Key Responsibilities:** - **Client Acquisition & Business Growth** - Identify and acquire new retail and/or institutional clients for equity trading. - Promote demat and trading account openings through lead generation, referrals, and strategic outreach. - Achieve monthly and quarterly business targets for client onboarding and trading volume. - **Trading Platform Promotion** - Demonstrate features of trading platforms (web/mobile), research tools, and market analytics to prospective clients. - Assist clients in setting up accounts, understanding trading interfaces, and executing trades effectively. - **Client Relationship Management** - Maintain strong relationships with active traders and high-value clients. - Provide timely market updates, reports, and insights to encourage trading activity. - Address client queries related to trading, research reports, margin requirements, and order execution. - **Sales Execution & Revenue Generation** - Drive revenue through brokerage generation, cross-selling investment products (mutual funds, derivatives, IPOs), and increasing client activation rates. - Monitor client trading patterns and identify opportunities to upsell advanced trading features or advisory services. - **Compliance & Operational Support** - Ensure all client onboarding, KYC, and regulatory requirements are met. - Coordinate with operations, research, and risk teams to ensure smooth service delivery. **Qualifications & Experience:** - Bachelor's degree in Finance, Business Administration, Economics, or related field. - 2-7 years of experience in equity sales, broking, share trading, or investment advisory. - Strong understanding of capital markets, stock trading mechanisms, order types, and brokerage structures. - NISM certifications (Series VII, Series VIII, etc.) preferred depending on region. **Key Skills & Competencies:** - Solid knowledge of stock markets and equity trading dynamics. - Strong sales aptitude and target-driven approach. - Excellent communication, negotiation, and presentation skills. - Ability to build trust with traders, HNIs, and long-term investors. - Comfort with trading platforms, market data tools, and basic technical/fundamental analysis. - High level of integrity and compliance orientation. In this role, you will be measured based on various performance metrics such as new trading/demat accounts opened, monthly trading volume generated, brokerage and revenue contribution, client activation and retention rates, and cross-sell ratio of related investment products.,
