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 current clients & generate revenues from current clients.
Responsible for activation of trading account of clients, assisting recent 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.

📌 Equity Relationship Specialist Jalandhar
🏢 Sharekhan
📍 Jalandhar