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

  Vocational Course, Professional Degree, Any Bachelor Degree

• 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