Equity Dealer and Relationship Manager

3 hours ago


Pune, Maharashtra, India 9de05bb1-5073-45d1-84ad-08c6e913e852 Full time ₹ 7,50,000 - ₹ 15,00,000 per year

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:

  • Acquire 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

Required Skills:

  • 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)

Typical Background:

Graduates in Finance, Commerce, Economics, or MBA (Finance/Marketing)

Experience in broking, wealth management, or financial advisory preferred



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