Equity Dealer

Job Title: Equity Relationship Specialist Date: 04 th August 2025 Department: West Zone Location: Branch/Regional office Sub Department Equity RM Reports to: (Direct) Branch manager Grade: (if applicable) E2 -E6 (Functional) People Management Responsibility (Y/N) N NumberofDirect Reportees: NA Position Purpose Purpose is to grow and add new clients in the equity broking business, so as to achive overall branch equity business Target. Responsibilities Direct Responsibilities  Equity sales to all clients of branch with special focus on HNI clients .  Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.  Generating Net interest income through Margin trade funding (MTF) as per assigned targets  Assest gathering through, Advisory products, Investiger, IPO, ETF etc.  Acquiring new clients & generate revenues from new clients.  Responsible for activation oftrading account of clients, assisting new entrantsin the equity market to understand the dynamics of market  Help customers to Execute trade online and place orders on behalf of customers .  Giving confirmation of orders and trades done during the day to clients.  Advising clients with requisite information regarding the market condition.  Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite