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Relationship Manager – Equity Dealing & Retail Sales
Experience:1+ Year
We're looking for client-focused, sales-driven professionals for two roles in Equity Dealing & Retail Sales.
RM – Equity Dealing
Drive trading activity and revenue by executing trades, sharing market insights, and managing client relationships.
Execute buy/sell orders on NSE/BSE terminals
Monitor client exposure, margins & trading limits
Drive trading volumes, activation and revenue
Offer market updates and suitable investment guidance
Acquire clients and grow active trader base
Cross-sell MF, PMS, Insurance, Bonds, Corporate FDs & NCDs
NISM Series VIII – Equity Derivatives certification mandatory.
RM – Retail Sales
Drive client acquisition and revenue through Demat accounts and financial-product sales.
Build and maintain long-term client relationships
Acquire new clients and expand the client base
Assist with Demat account opening & transactions
Promote Mutual Funds, SIPs, Insurance & more
Recommend solutions based on client goals & risk profile
Drive cross-selling and achieve sales targets
Requirements (Both Roles)
Graduate from a recognized university
1+ yr experience in Broking, Wealth Management, or Capital Markets
Strong understanding of equity markets & financial products
Knowledge of Demat, MF, SIPs & Insurance
Strong communication & client-handling skills
Sales-driven, target-oriented mindset
Basic MS Office & trading platform knowledge
Work arrangement
No
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