An RM–Dealer is responsible for managing client relationships while executing trades and providing market-related support. The role combines relationship management, sales, and dealing operations to ensure client satisfaction, business growth, and regulatory compliance.
Key Responsibilities
Responsibilities:
Primary Responsibilities:
- Guide And Make Recent Client To Trade
- Contribute In Revenue with Cross sales And Mutual Funds
- Trade Execution: Accurately execute trades on behalf of clients, post obtaining their explicit consent.
- Client Education: Inform and educate clients about a diverse range of products and services, promoting For Making Client Trade Consistently And cross-selling opportunities.
- Client Communication: Engage in effective communication with clients, addressing their pain points, and resolving queries to foster long-term relationships.
- Client Retention: Proactively identify and address client concerns, ensuring a high level of satisfaction and retention.
- Service Feedback Monitoring:
Monitor public platforms for client feedback, promptly addressing any issues or concerns.
- Product Demonstration: Conduct comprehensive product demonstrations to educate clients and encourage adoption.
Qualifications
Key Skills and Qualifications:
- Financial Market Knowledge: A strong understanding of financial markets, including stocks, derivatives, and other investment instruments.
- Trading Proficiency: Expertise in executing trades on various trading platforms.
- Excellent Communication Skills: The ability to articulate complex financial concepts in a clear and concise manner.
- Strong Interpersonal Skills: The capacity to build rapport with clients and establish trust.
- Problem-Solving Abilities: The ability to analyze complex problems and identify effective solutions.
- Attention to Detail: A meticulous approach to ensure accuracy in all tasks.
- Adaptability: The ability to quickly adapt to changing market conditions and client needs.
- Customer Focus: A strong commitment to delivering exceptional customer service.
📌 RM-Dealer (Indore)
🏢 Bigul
📍 Indore
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.