Jobs›Relationship Manager, Pune

Relationship Manager – Equity Dealing & Sales

BHARAT HR · Pune
Pay₹6La year, as listed
WherePuneMaharashtra
TypeFull time
Posted26 Sep20 days ago, via SimplyHired
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
Skills they list5 named
Wealth managementMicrosoft OfficeBachelor's degreeCommunication skillsRetail sales
About this job

Relationship Manager – Equity Dealing & Retail Sales

Experience
1+ Year

We're looking for client-focused, sales-driven professionals for two roles in Equity Dealing & Retail Sales.

RM – Equity Dealing

Drive trading activity and revenue by executing trades, sharing market insights, and managing client relationships.

Execute buy/sell orders on NSE/BSE terminals

Monitor client exposure, margins & trading limits

Drive trading volumes, activation and revenue

Offer market updates and suitable investment guidance

Acquire clients and grow active trader base

Cross-sell MF, PMS, Insurance, Bonds, Corporate FDs & NCDs

NISM Series VIII – Equity Derivatives certification mandatory.

RM – Retail Sales

Drive client acquisition and revenue through Demat accounts and financial-product sales.

Build and maintain long-term client relationships

Acquire new clients and expand the client base

Assist with Demat account opening & transactions

Promote Mutual Funds, SIPs, Insurance & more

Recommend solutions based on client goals & risk profile

Drive cross-selling and achieve sales targets

Requirements (Both Roles)

Graduate from a recognized university

1+ yr experience in Broking, Wealth Management, or Capital Markets

Strong understanding of equity markets & financial products

Knowledge of Demat, MF, SIPs & Insurance

Strong communication & client-handling skills

Sales-driven, target-oriented mindset

Basic MS Office & trading platform knowledge

Pay
₹600,000.00 per year

Benefits

Health insurance

Life insurance

Provident Fund

Work Location
In person

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