NISM VIII Qualified Equity Dealer:

KRA

Profile :

- Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
- Acquisition, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
- Procuring the potential clients through networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360-degree financial planning by wealth management.
- Managing and improving relationship values through latest updates & development in market.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle,



risk profiling and requirements through financial planning process.
- Identifying, acquiring, developing and maintaining customer relationships.
- Maintaining up to date knowledge of competitor activity, products and services.

Desired Competencies for all the position

- Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s , loans and Insurance
- Excellent communication skills
- Excellent objection handling and conflict management skills
- Excellent relationship management skills
- Efficient selling skills.
- NISM VIII certified candidates preferred

Others : Two- wheelers will be MANDATORY

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Job Type: Full time

Pay: ₹15,000.00 - ₹50,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 NISM VIII Qualified Equity Dealer (India)
🏢 Motilal Oswal ( Vcap Money)
📍 India