Last Updated: Mar 19, 2024 Value Broking 3 Mins 1.5K

Considering the onboarding procedure and the continuous training possibilities is crucial if you’re thinking of joining Sharekhan as a partner. 

Here is a step-by-step explanation of the training procedure and how to join Sharekhan as a partner:

Step 1: Contact Sharekhan

Getting in touch with Sharekhan is the first step in joining as a partner. Visit their official website or get in touch with their customer service to do this. You will be led through the first stages and given the relevant information by a Sharekhan representative.

Step 2: Qualifying and Related Paperwork

Sharekhan will determine whether you are qualified to join as a partner. This may entail assessing your financial background, work history, and capacity to adhere to regulatory standards. You will be required to present specific papers, including financial statements, identity evidence, and proof of address.

Step 3: Raining On Onboarding at Your Outlet

Sharekhan will offer you the first training materials and resources after verifying your eligibility. Usually, you conduct this training in your business establishment. The fundamentals of stock market trading, Sharekhan’s goods and services, legal requirements, and trading platforms are all covered in this article.

Step 4: Enrollment and Compliance: 

To function as a partner, you must fulfil the appropriate registration and compliance criteria. This can entail getting the required permits and following legal requirements. The compliance experts at Sharekhan will help you with this procedure.

Step 5: Raining at the Nearest Branch:

India is home to a network of Sharekhan branches. You might need to go to extra training sessions at the closest Sharekhan branch, depending on where you are. These classes give participants more in-depth information and practical experience using Sharekhan’s platforms.

Step 6: Training at the Head Office

Sharekhan’s head office offers advanced training programs for its partners. This level of training is designed to enhance your expertise in financial markets, trading strategies, and client relationship management. It may also cover advanced technical analysis and research tools.

Step 7: Build and Grow Your Client Base

As a Sharekhan partner, your primary responsibility is to build and grow your client base. You’ll be equipped with the knowledge and tools to provide investment advice, execute trades, and offer financial solutions to your clients.

Step 8: Compliance and Reporting

Ensure that you adhere to compliance and reporting requirements as per regulatory guidelines. Sharekhan will provide you with guidance and support in this regard. 

Conclusion

Getting involved with Sharekhan as a partner can be a rewarding experience, but it requires effort, ongoing education, and a drive to offer top-notch customer service. 

As a Sharekhan partner, you will receive thorough training over three levels, beginning at your outlet and ending at the head office. This will provide you with the information and abilities you need to succeed in the fast-paced world of financial markets.