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