Dealer /Relationship Manager

Shamen investment

Job Description:

• Execution of trade orders on behalf of clients

• Building relationships with clients & educating them about Investments.

. Client Acquisition as per targets and cross-selling of 3rd party products (MF, Insurance, SIP, etc)

• Client meetings or visits as per requirement.

• Trading on behalf of the clients

• Portfolio Management

• Building relationships with clients & educating them about Investments

• Guiding clients on 3rd party products like insurance, mutual fund, sip etc

Specialized Activities:

1. Executing Trade Orders.

2. Advising Clients based on Research Report.

Required Criteria:

• Graduation is a must

• Stock Market knowledge is mandatory.

• Should possess good communication skills.

• Dealing & Cross Sales Experience is s must

• Minimum 6 months of relevant experience for Branch Dealing & 2 years of experience for HNI,

NRI & Preferred desk

• NISM 8 mandatory certification (Equity & derivatives) / NISM preferred (Mutual Funds) are preferred

• Experience

  3 - 5 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree, Professional Degree, Vocational Course

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office