Equity Relationship Manager

Role & responsibilities

• Execute the orders on behalf of clients.
• Ensure the volume of trade is higher & clients trade frequently.
• Promoting research calls to increase volume & frequency of trade. o
• Maintaining high Activation Ratio and High no. of traded clients. o
• Punch orders for clients on NSE/ BSE terminals.
• Recommending and guiding the clients on investment strategies.
• Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc.
• Monitor client exposure limits. o
• Solving queries of the clients regards market and investment.
• Drive focus on generating new business/client base o
• Responsible to ensure all activities are in adherence as per Compliance framework.

Job Specification

• Good communication (verbal and written) skills
• Graduate from recognized university or college
• Strong product knowledge and understanding of capital market
• Ideally minimum of 1 year

NISM8 Certificate is Mandatory

5 Days Working

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