RM Dealer

2 weeks ago


Mumbai, Maharashtra, India ACME SERVICES PRIVATE LIMITED Full time ₹ 9,00,000 - ₹ 12,00,000 per year

As part of the retail distribution team, the role holder is responsible to provide compliant

financial advisory services to clients and manage their portfolio.

Revenue generation

Responsible to generate brokerage primarily through advising clients on their

portfolio.

Responsible for acquiring new Clients from the Market.

Ability to cross sell third party products like Motor Insurance, Life insurance,

Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

Develop and maintain a long-term relationship with customers and maintain a

high level of retention of client base.

Focus on generating new business and building client networks.

Compliance

Maintain a high level of compliance as per company norms.

NISM 8 Mandatory



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