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Sushil Finance
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Dealer - Client Management Team - Mumbai

Dealer - Client Management Team - Mumbai

Sushil Finance

0 - 3 years

2 - 5 Lacs

Mumbai

Posted:4 days ago| Platform:

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Skills Required

NSE Assurance Usage Relationship building Social media Equity MS Office Financial services Client management SEBI

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dealer - Client Management Team - Mumbai

Client Management Team

Apply for job at Sushil Finance - Actionable Knowledge Careers at Sushil

Job Details

Client Management Team No. of Openings Qualifications Any Graduate Experience in Years

Execute trades promptly on BSE & NSE per client instruction
Engage clients with portfolio updates & insights
Reactivate dormant accounts via relationship building
Ensure SEBI compliance with timely follow-ups
Contribute to revenue through quality trade execution

Technical Competencies:

NISM-VIII certification
Proficient in MS Office, ODIN, trading terminals
Knowledge of SEBI/exchange compliance

Job Competencies:

Excellent communication skills
High client-centric service orientation
Ability to manage multiple trades/calls
Strong relationship-building with HNI/retail clients

Candidate Profile

Strong command of trading platforms

Skilled in SEBI/exchange regulations

Passionate about equity markets

Fast learner with client-first mindset

Familiar to usage of AI

About the company

Filing of complaints on SCORES Easy & quick
Register on SCORES portal Mandatory details for filing complaints on SCORES
Name PAN Address Mobile Number Email ID Benefits
Effective communication Speedy redressal of the grievances

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