Job highlights

- Graduate with NISM VIII certification and 2 years experience in financial markets

- Acquire and activate client trading accounts, generate broking revenue, promote investment products, provide client advisory and maintain relationships

Key Responsibilities:

- Client Acquisition & Activation: Actively acquire new clients, open and activate trading accounts, and generate revenue from new acquisitions on an ongoing basis.

- Revenue Generation: Achieve assigned targets for broking revenue from equities, futures & options, commodities, and equity-related products; generate Net Interest Income through Margin Trade Funding (MTF).

- Asset Gathering & Product Promotion: Drive asset gathering and activation of advisory products, Investiger, IPOs, ETFs, mutual funds, and other investment solutions among clients.

- Client Engagement & Advisory: Profile clients based on risk appetite,



provide market updates and advice, suggest suitable equity products, execute trades online/on behalf of clients, confirm orders/trades, and ensure at least one client meeting per day.

- Service & Relationship Management: Deliver highest level of service, maintain strong client relationships, assist current investors in understanding market dynamics, and contribute to branch targets in client acquisition, revenue, and relationship enhancement.

Key Requirements

- Graduate in any stream with basic knowledge of financial markets.

- Minimum 2 years relevant experience

- Certifications NISM VIII ( Equity Derivatives)

How to Apply:

Interested candidates can apply through Naukri, or

- Email: [email protected]

📌 Equity Relationship Specialist (Equity RM) (Kanpur)
🏢 Sharekhan
📍 Kanpur