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

• Experience in Equity sales is required.
• Strong focus on HNI client management.
• Ability to generate revenue across equity, commodity, and related products.
• Knowledge of Margin Trade Funding (MTF), Advisory products, IPOs, and ETFs.
• Excellent client acquisition and relationship management skills.
• Strong understanding of equity market dynamics and the ability to provide informed advice.
• Proficiency in profiling clients and recommending suitable financial products.