Relationship Manager/Wealth management & Equity Derivative (Delhi)

Relationship Manager/Wealth management & Equity Derivative (Delhi)

02 Oct
|
Bharat HR
|
Delhi

02 Oct

Bharat HR

Delhi

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 valuable performance track record (for Dealing profile)
- - NISM Series VIII (Equity Derivatives) certification mandatory for Dealing profile
- - Strong 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 & Equity Derivative (Delhi)
🏢 Bharat HR
📍 Delhi

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