Role Overview:

Position: Relationship Manager – Wealth Management / Equity Dealing

Locations: Delhi

Compensation: Up to 6 LPA (Sales) | As per experience (Dealing)

Working Days: Monday to Friday | 8:30 AM – 5:30 PM

Eligibility / Requirements

• - Graduate from a recognized university
• - Prior experience in wealth management, investment products, client acquisition and relationship management preferred (for Sales profile)
• - Minimum 1–2 years of stable experience in equity broking/dealing with a good performance track record (for Dealing profile)
• - NISM Series VIII (Equity Derivatives) certification mandatory for Dealing profile
• - Robust understanding of capital markets and financial products
• - Good communication skills in English and local language




• - Basic computer knowledge (MS Office, Email, Trading Platforms)

Key Responsibilities
• - Acquire and manage clients; build long-term relationships
• - Execute buy/sell orders accurately across NSE/BSE terminals
• - Monitor exposure limits and ensure timely trade settlements
• - Provide market research and investment advisory to clients
• - Achieve monthly/quarterly revenue and trading volume targets
• - Cross-sell financial products (MF, IPOs, PMS, Insurance, Bonds, FDs, NCDs)
• - Ensure compliance with SEBI and internal risk guidelines

📌 Relationship Manager/Wealth management (India)
🏢 Bharat HR
📍 India