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