Equity Dealer cum Relationship Manager

As an Equity Dealer & Relationship Manager at Wealth Note Investments, you will play a vital role in executing client orders, managing client relationships, providing sales and advisory support, and offering operational assistance. Your proactive approach and market expertise will contribute to delivering exceptional client experiences under the client-first approach of the company. Key Responsibilities: - Dealing & Execution: - Efficiently execute client orders for equity derivatives and mutual funds. - Proactively monitor real-time market movements to keep clients informed. - Ensure compliance with internal risk management and regulatory guidelines. - Client Relationship Management: - Send regular updates to clients regarding their portfolios. - Build strong relationships by providing trading insights and portfolio updates. - Assist clients with onboarding, documentation, KYC processes, and platform training. - Support client acquisition through referrals and lead conversions. - Sales & Advisory Support: - Identify upselling and cross-selling opportunities among existing clients. - Share research views, market commentary, and stock ideas. - Cross-sell mutual funds, insurance, and other investment products based on client suitability. - Provide solutions tailored to meet client wealth management requirements. - Operational Support: - Coordinate with franchise support for query resolution. - Maintain accurate records of client communications, transactions, and service requests. - Record client assets, products, and ledgers. - Contribute to achieving goals and enhancing service quality. Qualification Required: - Graduate in Commerce/Finance with mandatory NISM-Series VIII certification. - Minimum 14 years of experience in equity dealing, preferably in a broking environment. - Profound understanding of equity markets, trading platforms, and regulatory norms. - Excellent communication and interpersonal skills. - Client-centric mindset with a focus on relationship building and advisory selling.,