RM cum Sales Executive

About Us

Shah Investor’s Home Ltd (SIHL), established in 1994, is a trusted name in India’s financial markets, offering stockbroking, wealth management, and investment solutions for retail and HNI clients with a focus on innovation, transparency, and client success.

We are looking for a dynamic professional to drive sales and client growth in the financial services sector. The ideal candidate will generate new business, provide expert investment advice, and maintain strong client relationships through excellent service and market insights.

Key Responsibilities

• Achieve sales and revenue targets.
• Develop B2B Sales
• Acquire and manage retail & HNI clients.
• Advise on equity, derivatives, mutual funds, and other products.
• Ensure smooth onboarding and client servicing.
• Identify cross-sell and upsell opportunities.
• Stay updated on market trends and maintain CRM records.

Qualifications

• Graduate in Finance/Business or related field.
• 1–2 years of experience in stockbroking or wealth management.
• NISM Series-VIII (Equity Derivatives) certification (mandatory).
• Strong communication & client handling skills.