Equity Dealer

Job Description

JD Relationship Manager- Dealing:-As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.Revenue generation
• Responsible to generate brokerage primarily through advising clients on their portfolio.
• Responsible to acquire new Clients from the Market.
• Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
• Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
• Focus on generating new business and build client network.
Compliance
• Maintain high level of compliance as per company norms.
• NISM 8 certification is mandatory
Interested candidates call on hidden_mobile and kindly share your updated CVs onjessyhr@gmail.com

Keyskills :
dematnismcross sellingstock market