RM & Dealer

Brief Description

We are looking for a motivated and customer-focused Relationship Manager (RM) & Dealer to manage client relationships while providing efficient trade execution across equity and related financial market segments. The ideal candidate should possess strong knowledge of financial markets, hands-on experience with trading platforms, and the ability to deliver exceptional client service while supporting business growth.

Job Responsibilities

• Manage and strengthen relationships with existing clients by providing timely support and investment-related assistance.

• Execute buy and sell orders accurately through trading terminals in accordance with client instructions and regulatory guidelines.

• Handle client queries related to trading, investments, account services, and market updates.

• Promote financial products and services to existing and prospective clients to drive business growth.

• Monitor market movements and provide clients with relevant market insights and trading opportunities.

• Ensure seamless onboarding and servicing of clients while maintaining high service standards.

• Maintain accurate records of client interactions, transactions, and follow-ups.

• Adhere to SEBI, exchange regulations, and internal compliance policies during all trading activities.

• Coordinate with internal teams to resolve client issues and enhance the overall customer experience.

• Achieve assigned business, revenue, and client retention targets.

Qualifications and Skills

• Graduate in any discipline.
• NISM Series VIII Certification (Equity Derivatives) is mandatory.

• 2–5 years of experience in client servicing, dealing, or relationship management within a stock broking, wealth management, or financial services organization.

• Strong knowledge of equity markets, derivatives, and financial products.
• Hands-on experience with trading terminals and dealing platforms.
• Excellent client servicing, relationship management, and communication skills.
• Good understanding of market trends, trading processes, and regulatory requirements.
• Sales orientation with the ability to identify cross-selling and business opportunities.
• Strong analytical, problem-solving, and decision-making abilities.
• Proficiency in MS Office and CRM/trading applications.
• Ability to work in a fast-paced, target-driven environment while maintaining accuracy and compliance.