Job Summary:

Samartha Broking & Education is looking for a dynamic and market-oriented Equity Dealer / Relationship Manager to service traders and investors, generate business, and build long-term client relationships. The ideal candidate should have a passion for financial markets, excellent communication skills, and the ability to generate business through indirect sales channels.

Key Responsibilities:
Service and support traders and investors on a day-to-day basis.
Execute client trades in Equity and Derivatives as per company policies and regulatory guidelines.
Generate new clients and business through indirect sales channels, referrals, relationship building, and partner networks.
Identify and develop current business opportunities through references, channel partners, and existing client networks.
Build and maintain strong relationships with existing and prospective clients.
Assist clients with account opening, onboarding, and activation processes.
Follow up with clients for fund addition, product activation, and business opportunities.
Coordinate with research and operations teams to ensure smooth client servicing.
Resolve client queries related to trading platforms, products, and services.
Achieve assigned business and revenue targets.




Ensure compliance with company policies and regulatory requirements.

Required Skills & Qualifications:
Graduate in any discipline.
Basic understanding of Equity, Derivatives, and Financial Markets.
Robust communication and relationship management skills.
Sales and business development orientation.
Ability to work in a fast-paced market environment.
Knowledge of trading platforms and MS Office will be an added advantage.
NISM Certification (Series VIII or other relevant certifications) preferred.

Experience:
Freshers with solid stock market knowledge can apply.
1–3 years of experience in stock broking, dealing, or financial services preferred.

Compensation:

Fixed Salary + Attractive Incentives + Career Growth Opportunities

If you are passionate about financial markets and relationship management, we would love to hear from you.

Pay: ₹18,000.00 - ₹50,000.00 per month

Application Question(s):
Do you possess any NISM certification?
Are you comfortable generating business through referrals, partner networks, and relationship-based selling?
Please mention the languages you can speak fluently for client communication.

Experience:
Client services: 1 year (Required)

Work Location: In person

📌 Equity Dealer – Client Servicing Traders & Investors Vidyavihar
🏢 Samarth Broking & Education
📍 Vidyavihar