Relationship Manager cum Dealer for Indore/Jaipur/Pune/ Nagpur

Job Description:

Key Responsibilities:

 Client Acquisition & Relationship Management
o Acquire new clients through referrals, walk-ins, leads, and cold calling.
o Maintain and strengthen existing client relationships to drive client engagement.
o Regularly update clients on market trends, portfolio performance and investment opportunities.

 Trading & Execution
o Execute buy/sell orders for equity, derivatives and other permitted financial instruments
on behalf of clients.
o Monitor and manage client positions, margins and limits.

 Advisory & Product Knowledge
o Provide investment advice based on research and client risk profiles.
o Promote and cross-sell broking products, mutual funds, IPOs, margin trade funding and
Loan against Shares and other investment products.

 Compliance & Risk Management
o Ensure all transactions are carried out as per SEBI and exchange regulations.
o Maintain proper documentation and adhere to internal processes and compliance standards.

 Reporting & MIS
o Maintain client data, trade records, and daily/weekly MIS reports.
o Update senior management on client feedback and market insights.

Requirements and Key Skills:
 Education: Graduate (preferably in Commerce/Finance). NISM Series VIII (Equity Derivatives) certification mandatory.

 Skills:
o Strong communication and interpersonal skills
o In-depth understanding of capital markets and trading platforms
o Ability to handle pressure and meet revenue targets

o Knowledge of compliance and regulatory environment