09 Sep
|
Anand Rathi Share and Stock Brokers
|
Pune
09 Sep
Anand Rathi Share and Stock Brokers
Pune
Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL), part of the Anand Rathi Group founded in 1994, is a leading full-service investment firm providing comprehensive financial and wealth management solutions to a diverse client base. The group has a strong presence across India with over 95 branches in 57 cities, more than 1,850 direct employees, and 2,500+ business associates, along with international offices in Dubai, Hong Kong, and New York. ARSSBL focuses on individual clients through expert research, advisory services, and a wide range of products across multiple asset classes.
Clients can access services through advanced digital platforms and physical touchpoints, tailored to different segments such as Online, Branch, PCG, Preferred, and Privilege channels. With over 650,000 registered customers and SEBI registration, the firm offers a stable, growth-oriented environment for professionals in financial services.
Role Description The Relationship Manager – Dealer is a full time, on-site role based in the Pune Division, responsible for managing and growing a portfolio of retail and preferred clients in the equity and derivatives markets. The role involves executing client orders accurately and promptly, monitoring client positions, and providing timely market updates based on in-house research and advisory.
The Relationship
Manager – Dealer will engage with clients regularly to understand their investment needs, recommend suitable products, and support them in building and adjusting their portfolios. Daily activities include handling trading queries, ensuring regulatory and internal compliance,
coordinating with branch and product teams, and using digital platforms to enhance client experience. The role also requires maintaining high service standards, identifying cross-selling opportunities, and contributing to branch-level business growth targets.
Qualifications
- Candidates should possess strong client relationship management, communication, and interpersonal skills to effectively engage and retain diverse client segments.
- Candidates should possess skills in equity dealing, order execution, and trade management, with familiarity in cash, derivatives, and other market-linked products.
- Candidates should possess sound knowledge of financial markets, investment products, and basic research interpretation to support advisory-led conversations.
- Candidates should possess proficiency in using trading terminals, digital investment platforms, and MS Office tools for efficient client and portfolio management.
- Candidates should possess a detail-oriented and compliance-conscious approach, with the ability to follow SEBI and internal regulatory guidelines.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, economics, or a related field are preferred; NISM certifications in equity derivatives and related modules are an added advantage.
- Prior experience in broking, wealth management, or retail financial services, particularly in a dealing or relationship management role, will be beneficial.
- Candidates should possess the ability to work in a target-driven environment, demonstrate resilience under market volatility, and
📌 Relationship Manager - Dealer (Pune)
🏢 Anand Rathi Share and Stock Brokers
📍 Pune