RM Equity Business

This role is for a Relationship Manager specializing in Equity Business at a leading broking firm. The ideal candidate will drive equity sales , focusing on HNI clients , and generate revenue across various equity and commodity products.

Key Responsibilities

• Drive equity sales to all branch clients, with a special focus on HNI clients .
• Generate revenue from equity, commodity, and equity products to meet overall broking targets.
• Generate Net Interest Income through Margin Trade Funding (MTF) as per assigned targets.
• Gather assets through Advisory products, Investiger, IPOs, ETFs, and other investment instruments.
• Acquire new clients and generate revenue from these new relationships.
• Activate trading accounts for clients and assist new entrants in understanding market dynamics.
• Help customers execute trades online and place orders on their behalf .
• Provide confirmation of orders and trades to clients daily.
• Advise clients with essential information regarding market conditions .
• Profile clients and suggest equity-based financial products that align with their risk appetite and needs.

Skills & Qualifications

Skills Required

Relationship Management, Revenue Generation, Equity Dealing, Client Management, Financial Products