Equity Sales Executive Resume Example With Content Sample

An equity sales executive is an essential position in every equity sale transaction. This person is responsible for building business through careful identification and selling prospects. Maintaining and nurturing relationships with clients is another responsibility of this executive. By determining the prospects and then evaluate their positions in the industry they belong to, the equity sales executives can effectively identify business opportunities. They are experts when it comes to researching, analyzing, and developing sales options. They sell products by establishing a connection and developing close relationships with prospects. These professionals also recommend a solution.

As an equity sales executive, the person must maintain technical and professional knowledge and skills. They attend different educational workshops and seminars, participate in professional societies, build personal networks, review professional publications, and up-to-date benchmark practices. They make sure they can contribute to the team effort through result-related accomplishments. Create your Sales Executive Resume by clicking on ''Use this Resume'' button.

How To Effectively Write An Equity Sales Executive Resume?

Are you struggling to achieve your dream job as an Equity Sales Executive? Is it your first time to write a resume? No matter your situation is, a well-written resume is a key. Good thing, the following ideas will help you end up with an effective Equity Sales Executive resume.

Write a great summary for Equity Sales Executive resume 
At the top of the resume, make sure to write a summary. It should be short yet punchy and sharp as it introduces the abilities and key skills you have to offer to the company. To ensure that your summary is persuasive as possible, make sure to highlight your skills, abilities, knowledge, and achievements.

Showcase the most relevant skills as Equity Sales Executive in your resume 
Include the most relevant skills you possess in the resume. You may write essential skills like product knowledge, closing sales, client acquisition and retention, goal forecasting and setting, attention to detail, time management, among others. Above all, be honest and ensure that you acquire the skills you listed.

Mention your accomplishments rather than the roles and responsibilities that match the Equity Sales Executive job position 
To support your skills, you can present examples and achievements. As a sales professional, focusing on targets, results, and industry metrics is critical. For instance, you can include in the resume that you exceeded all quotas that resulted to a 90% revenue increase over 6 months, or you achieved over $2 million in annual sales. By showcasing your accomplishments, you are proving to hire managers that an applicant like you is worth listing for an interview.


Transacted $1.2 billion annually of Canadian equities on behalf of pension, retirement, hedge and mutual funds. Cold called new business prospects, winning ten new hedge and mutual fund clients generating $5 million in annual sales. Managed 23 existing trading accounts increasing business by up to 75% with select accounts. Managed and increased trading desk relationships with three of the ten top accounts (Fidelity, Sanford Bernstein, and Dreyfus).

Professional Experience

Feb, 2017 Present
 Assist with day to day activities finding innovative ways to improve efficiency and productivity Flexible in regards to working hours provide sales and operational support to senior salespeople, assist sales desk with daily sales write-up, data request, ideas generation. Assist with marketing equity products to Institutional clients.
ThinkEquity LLC
May, 2013 Jun, 2016
Equity Sales Agent
 Worked proactively to arrange Analyst and corporate marketing events and meetings managing the connectivity between the Bank and Senior Management across its institutional client base excellent time management and organizational capabilities advised Clients on the best way to execute their business/strategies provide market and stock analysis.


favourite quote

Only put off until tomorrow what you are willing to die having left undone.

~Pablo Picasso


Initiated coverage on thirty plus companies
  •  Reviewed company reports and filings and analyzed financial statements to develop an understanding of the company.
  • Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.
  • Prepared research reports and present investment recommendations to portfolio managers.
Lead a 5-person business services team
  •  Achieved a 21% return on buy and sell recommendations, with 74% of recommendations posting a positive return, compared to a negative 29% return on the S&P 500 during the same period.
  • Promoted to Senior Analyst within 14 months, compared to a company average of 30 months.
  • Formed strong working relationships with management teams, consistently securing CEO attendance at [company name]'s yearly stock conference.

Key Skills

Financial Modelling Skills
Sales Skills
Effecient Business Maintain
Knowledge of Particular Sector
Big Picture Thinking




Bachelor’s Degree in Competence With Clients
Aug 2007 - Dec 2010
MBA in Finance Mgt
California Technical College
Aug 2004 - Sep 2006


Diploma in Equity Sales Certification
Feb 2013
Certification in Equity Trading and Investment
May 2019


  • Boating
  • Reading
  • Gardening
  • Table Tennis
  • Running
  • Writing

Social Media

In 3 years

Over the next 3 years, I am willing to serve as Equity Sales Executive with Skye Properties and willing to make the most of my proficiency to stay focused, as well as the ability to always ensure customers’ satisfaction.

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