Equity Dealer/RM Dealer

Acme Services

1 - 6 years

2 - 6 Lacs

Kanpur Uttar Pradesh India

Posted:13 hours ago| Platform: Foundit logo

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Skills Required

Portfolio Management Financial Advisory Client Engagement Revenue Generation Equity Markets investment products

Work Mode

On-site

Job Type

Full Time

Job Description

Equity Dealer / RM (Relationship Manager) Dealer

Key Responsibilities

Financial Advisory & Portfolio Management
: As part of the retail distribution team, provide expert
financial advisory services to clients and manage their portfolios
to achieve their investment goals.
Revenue Generation
: Drive substantial
revenue generation
through successful client engagement, advisory, and trading activities.
Client Network Development
: Proactively engage in
client network development
, expanding the client base through referrals, prospecting, and other strategic initiatives.
Compliance & Adherence
: Maintain a
high level of compliance as per company norms
and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines.

Skills

Proven experience in providing
financial advisory services
and
managing client portfolios
.
Strong track record in
revenue generation
.
Expertise in
client network development
.
Thorough understanding and commitment to
compliance
as per company norms and regulatory bodies.
Certified NISM Series VIII
.
Excellent communication, interpersonal, and negotiation skills.
Deep knowledge of equity markets and various investment products.

Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field.
Mandatory
Certified NISM Series VIII
.
Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

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