Equity Relationship Specialist

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.