Relationship Manager – Equity Dealing & Retail Sales

Experience:1+ Year

We're looking for client-focused, sales-driven professionals for two roles in Equity Dealing & Retail Sales.

RM – Equity Dealing
Drive trading activity and revenue by executing trades, sharing market insights, and managing client relationships.
Execute buy/sell orders on NSE/BSE terminals
Monitor client exposure, margins & trading limits
Drive trading volumes, activation and revenue
Offer market updates and suitable investment guidance
Acquire clients and grow active trader base
Cross-sell MF, PMS, Insurance, Bonds, Corporate FDs & NCDs

NISM Series VIII – Equity Derivatives certification mandatory.

RM – Retail Sales
Drive client acquisition and revenue through Demat accounts and financial-product sales.
Build and maintain long-term client relationships
Acquire recent clients and expand the client base




Assist with Demat account opening & transactions
Promote Mutual Funds, SIPs, Insurance & more
Recommend solutions based on client goals & risk profile
Drive cross-selling and achieve sales targets

Requirements (Both Roles)
Graduate from a recognized university
1+ yr experience in Broking, Wealth Management, or Capital Markets
Robust understanding of equity markets & financial products
Knowledge of Demat, MF, SIPs & Insurance
Solid communication & client-handling skills
Sales-driven, target-oriented mindset
Basic MS Office & trading platform knowledge

Pay: ₹600,000.00 per year

Benefits:
Health insurance
Life insurance
Provident Fund

Work Location: In person

📌 Relationship Manager – Equity Dealing & Sales Pune
🏢 Bharat HR
📍 Pune