Walk-In – Relationship Manager and Equity Dealer

INTRODUCTION

As a Walk-In – Relationship Manager and Equity Dealer you will play a crucial role in building and maintaining strong client relationships, understanding their financial needs, and providing tailored solutions to help them achieve their investment goals. Your ability to communicate effectively and your knowledge of financial products will be key to your success in this role. As a Walk-In – Relationship Manager and Equity Dealer you will play a crucial role in building and maintaining strong client relationships, understanding their financial needs, and providing tailored solutions to help them achieve their investment goals. Your ability to communicate effectively and your knowledge of financial products will be key to your success in this role.

Overview

Walk-In – Relationship Manager and Equity Dealer- Role & Responsibilities

It is a direct sales profile, so candidates should be able to acquire quality base clients through networking, database, and market intelligence.

He/she should have a maximum number of client relationships, and he/she should be aware of local market intelligence.

Promote Focus Product of the Month Maintain records of business on internal software, CRM, etc. Should be able to acquire privileged clients and be able to sell MF, insurance, PMS, and structure products.

Equity Dealer 

Execute the orders on behalf of clients

Confirmations of trade done by EOD

Ensure the volumes of trade are higher & clients trade frequently

Cross promoting of third party products of Anand Rathi to the same Clientele.

Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)

Daily processing & confirmation of trades

Punch orders for clients on NSE / BSE terminals

Monitor client exposure limitsSolving Queries of the customers

After Market Hours Cross Selling of Financial Product with existing clients

Preferred candidate profile

Preferred NISM

Perks and benefits

Fixed CTC

Variable Pay(Incentives)

Experience

UG

Any Graduate

About company

Anand Rathi Group is one of India’s fastest-growing full-service securities firms. The services offered range from wealth management, investment banking, corporate finance & advisory, broking & distribution in the areas of equities, commodities, mutual funds, and insurance. With a presence at over 180 locations, the group caters to the financial needs of well-reputed corporate groups, institutions, foreign investors, and individuals. To meet our growth plans, we are looking for young, dynamic, and result-orientated candidates.

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