We are looking for a dynamic and customer-oriented Equity Relationship Executive to manage client relationships, generate new business, and provide support related to equity trading and investment services.
Key Responsibilities
- Acquire new clients and develop long-term relationships with existing clients.
- Promote equity trading, Demat accounts, and other financial products.
- Assist clients with account opening, trading-related queries, and service requirements.
- Generate leads through references, networking, and other business development activities.
- Coordinate with research and dealing teams to provide relevant market information to clients.
- Achieve monthly business targets for client acquisition, revenue, and trading activity.
- Ensure compliance with company policies and applicable SEBI regulations.
Candidate Requirements
- Graduate in any discipline; a finance-related qualification is preferred.
- 1–4 years of experience in stock broking, equity sales, or financial services.
- Valuable communication, negotiation, and relationship management skills.
- Basic knowledge of equity markets, stock trading, and Demat accounts.
- Ability to acquire clients and achieve sales targets.
- NISM certification will be an added advantage.
Key Skills
- Client Relationship Management
- Equity Sales and Business Development
- Stock Market Knowledge
- Lead Generation
- Communication and Negotiation
- Target Orientation