Equity Dealer/RM Dealer

2 days ago

Kanpur, India Acme Services Full time

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.

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