Talent.com
Equity Dealer/RM Dealer
Equity Dealer/RM DealerConfidential • Kanpur
Equity Dealer / RM Dealer

Equity Dealer / RM Dealer

Confidential • Kanpur
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

    Create a job alert for this search

    Equity Dealer • Kanpur

    Related jobs
    Credit Manager - Home Loans

    Credit Manager - Home Loans

    Blank Financial • Kanpur, IN
    Blank Financial is a Multi Award Winning Mortgage Broking Business that is dedicated to helping individuals achieve their homeownership and financial dreams. By offering smart lending options and re...Show more
    Last updated: 2 days ago • Promoted
    Manager Batch Fundraising

    Manager Batch Fundraising

    IIT Kanpur Development Foundation (IITK DF) • Kanpur, India
    IIT Kanpur Development Foundation (IITK DF) is a Section 8, not-for-profit, company established by IIT Kanpur to engage with external stakeholders like Alumni, Corporates, Foundations, and Philanth...Show more
    Last updated: 11 days ago • Promoted
    Fixed Income Portfolio Manager

    Fixed Income Portfolio Manager

    Zetheta Algorithms Private Limited • Kanpur, IN
    ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Fix...Show more
    Last updated: 30+ days ago • Promoted
    Mortgage Underwriter

    Mortgage Underwriter

    Moder • Kanpur, IN
    Night shifts (flexibility required).The Conventional Underwriter reviews, conditions and underwrites mortgage loans in accordance with established policies and procedures and appropriate guidelines...Show more
    Last updated: 2 days ago • Promoted
    Mergers and Acquisitions Analyst

    Mergers and Acquisitions Analyst

    Rely Services® • kanpur, uttar pradesh, in
    We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers hands-on exposure to private equity–style transactions and is ideal for early...Show more
    Last updated: 8 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Call2Connect • kanpur, uttar pradesh, in
    Position : - Relationship Manager.Product : - Ulip plans(mutual Fund).Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred). Financial products knowledge is must (MF / FD / ...Show more
    Last updated: 13 days ago • Promoted
    Senior Underwriter

    Senior Underwriter

    Firstsource • kanpur, uttar pradesh, in
    Underwriter and Sr Underwriter WFH.Experience required for the Job : 3+ years.Job Location : Mumbai / Chennai / Bangalore / Hyderabad. Key skills : Underwriting, US mortgage.Candidate should have total 3+ ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Carpenter Role - 42981

    Remote Carpenter Role - 42981

    Turing • Kanpur, IN
    Remote
    Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways : Working with the world’s leading AI...Show more
    Last updated: 30+ days ago • Promoted
    Derivatives Trader

    Derivatives Trader

    MA CAPITAL U.S. LLC • kanpur, uttar pradesh, in
    MA Capital is a proprietary trading firm specializing in both systematic and high-performing discretionary strategies across multiple asset classes. Leveraging cutting-edge technology, quantitative ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Manager

    Senior Wealth Manager

    Motilal Oswal Financial Services Ltd • kanpur, uttar pradesh, in
    Motilal Oswal Financial Services Limit (MOFSL).Client Acquisition & Relationship Management.Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.Build long-term, trust...Show more
    Last updated: 2 hours ago • Promoted • New!
    Wealth Manager

    Wealth Manager

    TekPillar® • kanpur, uttar pradesh, in
    The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients.The role involves growing AUM, strengthening client relationships and guiding the te...Show more
    Last updated: 12 days ago • Promoted
    Channel Sales Team Leader - Real Estate

    Channel Sales Team Leader - Real Estate

    Roswalt Realty • kanpur, uttar pradesh, in
    We are looking for an experienced.Central Mumbai real estate market.The ideal candidate should have a strong network of channel partners / brokers and proven experience in handling and guiding a sour...Show more
    Last updated: 5 days ago • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreq • kanpur, uttar pradesh, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show more
    Last updated: 22 days ago • Promoted
    RMS Executive / Manager & Dealer – Stock Market Domain

    RMS Executive / Manager & Dealer – Stock Market Domain

    Enrich Money • kanpur, uttar pradesh, in
    Enrich Money is a well-established Wealth-Tech company, renowned for its all-encompassing investment and trading platform, ORCA. Accessible via both web and mobile devices, Enrich Money holds member...Show more
    Last updated: 3 hours ago • Promoted • New!
    Real Estate Consultant

    Real Estate Consultant

    Populace World Solutions • kanpur, uttar pradesh, in
    Business Development- Real Estate.Qualifications and Requirements : .Educational Background : Bachelor’s or master’s degree in real estate, Finance, Business Administration. Experience : 5+ years of exp...Show more
    Last updated: 3 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    AAA Global • kanpur, uttar pradesh, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
    Last updated: 17 days ago • Promoted
    Relationship Manager

    Relationship Manager

    TradeCred Private Wealth • kanpur, uttar pradesh, in
    TradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%.INR 30,000 crores t...Show more
    Last updated: 2 hours ago • Promoted • New!
    Relations Manager – GSI

    Relations Manager – GSI

    Best NanoTech • kanpur, uttar pradesh, in
    Developer Relations Manager – GSI.GPU-accelerated computing solutions—particularly in.Machine Learning, Deep Learning, and Generative AI. This role blends technical evangelism, partner enablement, s...Show more
    Last updated: 2 hours ago • Promoted • New!