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Equity Dealer / RM Dealer

Equity Dealer / RM Dealer

ConfidentialLudhiana
30+ days ago
Job description

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement.

Key Responsibilities

  • Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals.
  • Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities.
  • Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives.
  • Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines.

Skills

  • Proven experience in providing financial advisory services and managing client portfolios .
  • Strong track record in revenue generation .
  • Expertise in client network development .
  • Thorough understanding and commitment to compliance as per company norms and regulatory bodies.
  • Certified NISM Series VIII .
  • Excellent communication, interpersonal, and negotiation skills.
  • Deep knowledge of equity markets and various investment products.
  • Qualifications

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Mandatory Certified NISM Series VIII .
  • Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.
  • Skills Required

    Portfolio Management, Financial Advisory, Client Engagement, Revenue Generation, Equity Markets, investment products

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