Equity Dealer

2 days ago

Hyderabad Telangana, India Skilldoze Full time

As a Privilege Relationship Manager, you will be the primary financial advisor for high-net-worth clients, helping them achieve their financial goals through wealth management strategies, investment products, and personalized financial solutions.

**Key Responsibilities**:

- Acquire and maintain a portfolio of high-net-worth clients through networking and market intelligence.
- Promote and sell financial products, including Mutual Funds (MF), Insurance, PMS, and Structured Products.
- Leverage personal and professional networks to establish strong client relationships.
- Ensure business records are maintained on CRM and internal software.
- Drive sales for the focus product of the month.

**Experience & Qualifications**:

- Education: Graduate/Postgraduate
- Experience: Minimum 1 year in the banking or broking industry, with experience managing the AUM of privilege clients.
- Skills: Strong networking abilities, financial advisory expertise, and relationship management skills.

**Key Requirements**:

- Bachelor's degree in Finance, Economics, or related field.
- NISM Series VIII certification (Equity Derivatives) is mandatory.
- Strong understanding of stock markets, trading platforms, and financial instruments.
- Excellent communication and analytical skills.
- Ability to work in a fast-paced environment with a focus on accuracy.
- Proficiency in trading software and MS Excel.

**Benefits**:

- Competitive salary with performance-based incentives.
- Growth opportunities in a fast-evolving financial industry.
- Training and development programs to enhance market knowledge.
- Dynamic work environment with exposure to top industry professionals.

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Overtime pay
- Shift allowance

License/Certification:

- NISM Series-VIII (required)

Work Location: In person

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