Equity Dealer/Relationship Manager- Punjab- Top Wealth Mgmt/ Broking

3.0 - 8.0 years

6.5 - 8.0 Lacs P.A.

Jalandhar, Chandigarh, Patiala

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Relationship ManagerEquity DealerEquity SalesWealth ManagementHNI SalesEquity AdvisoryEquity BrokingPms SalesEquity TradingEquity MarketDerivatives TradingInvestment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

India's Top Broking and Wealth Management Company is hiring in large numbers for below role Email- maheshwari@contactxindia.com , karan@contactxindia.com Contact-8273693648/ 8859766816 Role & responsibilities Open Positions- 10 Location - Chandigarh, Patiala, Bathinda, Jalandhar, Ludhiana & Gobindgarh Levels -Equity Dealer/Relationship Manager Job Title: Equity Dealer Experience 3 to 6 years Key Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of the Company to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients NISM Certified Job Title: Relationship Manager Experience 3-6 years Key Responsibilities: Relationship Manager: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile

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