Dealer /Relationship Manager

Shamen investment

3 - 5 Years
2 Openings
3.0 - 4.0 Lac/Yr
Face-to-Face interview
Dombivli East, Mumbai

Key Skills

Business Correspondent Business Development Manager Client Relationship Executive Client Co-ordinator Finance Analyst Mutual Funds Sales Commodity Trader Commodity Dealer Stock Broking Stock Dealer Relationship Manager

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Job Description

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