Dealer Rm

Job Description

Job Title: Relationship Manager cum Dealer Department: Broking / Retail & HNI Dealing Location: [Insert Location] Experience Required: 1-4 Years Industry: Capital Markets / Broking / Financial Services Job Summary: We are seeking a proactive and client-focused Relationship Manager cum Dealer to manage and execute trades on behalf of clients while ensuring high levels of client satisfaction and cross-selling of investment products. The ideal candidate will handle daily dealing activities on NSE/BSE terminals, build strong relationships with clients, monitor their trading limits, and contribute to revenue generation through active client engagement and product sales. Key Responsibilities: Dealing & Execution: Execute equity and derivatives trades on NSE/BSE terminals on behalf of clients. Ensure end-of-day (EOD) trade confirmation with clients and resolve discrepancies, if any. Monitor and manage client exposure and risk limits during trading hours. Client Relationship Management: Maintain strong relationships with existing clients and proactively engage to increase client retention and trading activity. Educate and guide clients on research-based trading ideas and investment strategies. Handle all incoming and outgoing client calls efficiently, providing prompt solutions to client queries. Client Onboarding & Activation: Activate new client accounts in the system and guide them through the trading platform and procedures. Ensure smooth onboarding experience and help clients get started with trading. Revenue & Business Growth: Achieve brokerage targets by maximizing the number of trades and boosting client participation. Cross-sell Mutual Funds, PMS, and other financial products to existing clients, especially after market hours. Aim to grow client activation and trading volume by generating outbound calls and client referrals. Market Knowledge & Professional Development: Stay updated on market trends, stock movements, and product knowledge. Continuously enhance trading and communication skills, and maintain professional discipline in daily work activities. Contribute energetically to team initiatives and business development activities. Key Skills Required: Proficiency in using trading terminals (NSE NOW, NEST, ODIN, etc.) Strong understanding of equity and derivatives markets Excellent communication and interpersonal skills Ability to handle pressure in fast-paced market conditions Strong sales orientation for cross-selling financial products Qualifications: Graduation in Commerce/Finance or related field (mandatory) NISM Series VIII certification (Equity Derivatives) preferred or must be completed within 3 months of joining Prior experience as a dealer or relationship manager in a broking firm is an advantage What We Offer: Attractive incentives based on brokerage and sales performance Learning opportunities across broking and wealth management products Exposure to HNI clients and high-value trades Dynamic work environment with growth potential