Role & 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 current 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.

Preferred candidate profile

Graduate / Post graduate in any stream with knowledge of capital markets.

• NISM Series VIII (Equity derivatives)

• NISM – Commodity

• Technical analysis certification course & derivative certification course will be an added advantage

📌 Equity Advisor (Haryana)
🏢 Sharekhan
📍 Haryana