Title - Equity RM

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.

If interested, please share your resume at [email protected]

📌 Equity Relationship Manager (Amritsar)
🏢 Sharekhan
📍 Amritsar