Equity Dealer and Relationship ManagerConfidential • India, Pune
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Equity Dealer and Relationship Manager
Confidential • India, Pune
1 day ago
Job descriptionAcquire and manage clients for equity and investment products (stocks, mutual funds, PMS, AIFs, bonds, etc.) Advise clients on market trends, portfolio allocation, and trading ideas Coordinate with research and dealing teams to deliver timely market insights Achieve business and revenue targets through brokerage and product sales Maintain strong client relationships through regular portfolio reviews and communication Ensure full compliance with SEBI, exchange, and company regulations Strong understanding of capital markets, equity products, and investment strategies Excellent communication and relationship-building skills Analytical mindset with sales orientation NISM or SEBI certification (mandatory for equity advisory roles)
Role Summary :
- Manage and grow client portfolios by offering equity and other investment products. Build relationships with HNI, UHNI, or retail clients, advise them on market opportunities, and ensure long-term wealth creation.
Key Responsibilities :
Required Skills :
Typical Background :
Graduates in Finance, Commerce, Economics, or MBA (Finance / Marketing)
Experience in broking, wealth management, or financial advisory preferred
Skills Required
Capital Markets, investment strategies
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