Job Title: Retail Distribution (RM-Dealing)

Department: Retail Distribution & Sales

Experience: 24 years of experience in retail broking, client servicing, or financial product sales.

Education: Graduate/Postgraduate in related field (MBA preferred), NISM Series VIII (mandatory) & NISM VA (Preferred)

Job Summary: To support client acquisition and servicing in the retail broking business by assisting clients with account opening, trade execution, and cross-selling of financial products, ensuring superior client experience and achievement of business targets

Key Responsibilities:

- Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
- Identify and acquire new clients for equity, derivatives, and other investment products.
- Assist clients with account opening formalities and onboarding processes.




- Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
- Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products.
- To handle business development vertical along with the key team leaders.
- Stay updated on market movements, research reports, and new product offerings.
- Responsible for delivering Webinar & Seminar on various financial products.

Key Skills

- Understanding of equity markets, mutual funds, and financial products.
- Robust communication and interpersonal skills.
- Customer service-oriented with attention to detail.
- Proficiency in MS Office and trading platforms.
- Ability to work under supervision and meet sales targets.

Contact:

Hr Priyanka: (phone hidden)

📌 Equity Advisor @InCred Market (New Delhi)
🏢 Credicus Business Services
📍 New Delhi