Dear Candidate,

Greetings From "APEX SERVICES"

Designation- Assistant manager/Deputy manager

Role- Relationship Manager/Equity Dealer/HNI Dealer

CTC- upto-6 LPA + incentive + Other benefit

ROLES & RESPONSIBILITIES:

1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
3. Understand client financial goals, risk profile, and investment horizon before recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide explicit market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
7. NISM 8 certification is mandatory

8. Graduate / Post graduate with minimum 1 yr exp in Equities.

Kindly reply with an updated CV on [email protected] if you are interested in the mentioned Job Role. you can also call on (phone hidden).

📌 Equity Dealer (Pune)
🏢 Apex Services
📍 Pune