14 Sep
|
Bharat HR
|
India
Role Overview:
Job Title: RM Sales & RM Dealing
Location: Bengaluru
Experience: 1+Year
we are looking for a dynamic RM Sales & RM Dealing skilled to drive retail sales, handle live equity/derivatives dealing, and manage HNI client relationships in Bengaluru.
Key Responsibilities
Sales & Target Achievement: Drive aggressive outbound calling and achieve monthly sales targets for financial services and investment products.
RM Dealing & Execution: Act as a dedicated point of contact for clients for executing trades in equities and derivatives, managing orders, and ensuring smooth trade processing.
Client Relationship & Advisory: Build and maintain solid relationships with retail and HNI clients, assessing their risk profiles to offer suitable equity/advisory services and tailored solutions.
Financial Products Handling: Manage and assist clients with Demat account opening, Mutual Fund investments, SIPs, insurance products, and cross-selling supplementary financial offerings.
Subscription & Value Pitching:
Promote and sell subscription plans of the company’s business magazine and specialized advisory packs over the telephone.
- Client Retention & Support: Handle customer queries and objections effectively, ensuring ongoing support, retention, and renewal of the existing client base.
Requirements & Qualifications
Minimum of a Graduation Degree.
1 to 3 years of proven experience in share market sales, terminal dealing, or handling financial products.
SEBI Certification (NISM Series VIII - Equity Derivatives or NISM-Series-XV Research Analyst) is strongly preferred; candidates must be willing to clear it within 2 months of joining if not currently certified.
Robust understanding of stock markets, terminal operations, Demat accounts, SIPs, Mutual Funds, and Insurance products.
Passionate, aggressive for outbound calling, and equipped with a target-oriented sales mindset.
Excellent interpersonal, negotiation, and communication skills with proficiency in English, Hindi, and a regional language.
📌 Relationship Manager Sales & Relationship Manager Dealing Bengaluru (India)
🏢 Bharat HR
📍 India