Relationship Manager/ Dealer Cum RM - North in Leading Wealth Management Company

Relationship Manager/ Dealer + RM - North

40 Nos.
100741
Full Time
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
BFSI, Investments & Trading
Broking/Trading
Any - Any Graduation; Any - Any Post-Graduation
Job Description:

Job Description

  • Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
  • Building relationships with the client & educating them about Investments.
  • Responsible for achieving brokerage.
  • New Client Acquisition
  • Executing Trades Orders

Key Requirements

  • Minimum 2-3 Years experience is Mandatory
  • Currently managing or interested in Client Acquisition (sales)
  • Below 45 years of age
  • NISM 8 certification - Equity Derivatives mandatory

 

 

Company Profile

A reputed financial services organization in India, known for offering comprehensive solutions across wealth management, broking, investment advisory, and financial planning services. The company has established a strong presence in the financial sector through its customer-centric approach and innovative investment solutions. With a focus on technology-driven services and long-term client relationships, the organization continues to empower investors across diverse market segments. The company is recognized for its professional work culture, growth opportunities, and commitment to financial excellence.

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