Equity Relationship Specialist

Shimoga - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Direct Responsibilities

Equity sales to all clients of branch with special focus on HNI clients .

Revenue generation from equity commodity & equity productsto 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 revenuesfrom new clients.

Responsible for activation of trading account of clients assisting new entrants in the equity market to understand the dynamics of market Help customersto 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 Businesstarget 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.

Technical & Behavioural Competencies

Strong communication & written skills

Fluency in local language is an added advantage.

Excellent interpersonal skills and must be a team player.

Must be process oriented and must be willing to learn and adapt.

Highly self -motivated

Required Skills:

IPO

Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity commodity & equity productsto meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Ass...