Profile: RM Dealing
- Job Location: Delhi
- Experience: Minimum 2 years in a relevant profile
- Certification: NISM Series VIII – Equity Derivatives (Mandatory)
- Education: Bachelor’s degree in Commerce, Finance, Business Administration, or a related field
Position Overview:
- Manage client relationships and portfolios within the retail wealth segment.
- Execute trades across Equity and Derivatives markets.
- Provide market updates and investment-related support to clients.
- Build and maintain long-term client relationships.
- Drive revenue through brokerage and cross-selling of financial products.
Key Responsibilities:
1. Client Engagement & Relationship Management:
- Manage and regularly engage with assigned clients.
- Share relevant market updates and equity ideas.
- Understand client investment requirements and risk profiles.
- Conduct meetings with existing and prospective clients.
- Acquire current clients,
drive account activation, and reactivate dormant accounts.
2. Trade Execution & Advisory:
- Execute client orders accurately and promptly through trading terminals across Equity, F&O;, and Currency segments.
- Guide clients on trading/investment requirements and assist with margin and exposure management.
- Ensure timely trade settlements and operational accuracy in adherence with SEBI, Stock Exchange, and internal compliance guidelines.
3. Revenue Generation & Cross-Selling:
- Achieve monthly and quarterly brokerage revenue targets while increasing trading volume and client engagement.
- Cross-sell financial products including Mutual Funds, IPOs, Fixed Deposits, and Insurance.
- Promote Margin Trading Facility (MTF) to eligible clients.