Relationship Managers & Dealers

Role & responsibilities:

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Preferred candidate profile :

• Strong understanding of financial markets and trading platforms.

• Excellent communication and relationship-building skills.

• Sales-driven, self-motivated, and target-oriented.

• Ability to handle multiple client portfolios efficiently.