Role Overview:
• Job Title: RM Sales & RM Dealing
•

Location:
Bengaluru
•

Experience:
1+Year
• we are looking for a energetic RM Sales & RM Dealing professional to drive retail sales, handle live equity/derivatives dealing, and manage HNI client relationships in Bengaluru.

Key Responsibilities
• Sales & Target Achievement: Drive aggressive outbound calling and achieve monthly sales targets for financial services and investment products.
• RM Dealing & Execution: Act as a dedicated point of contact for clients for executing trades in equities and derivatives, managing orders, and ensuring smooth trade processing.
• Client Relationship & Advisory: Build and maintain strong relationships with retail and HNI clients, assessing their risk profiles to offer suitable equity/advisory services and tailored solutions.
• Financial Products Handling: Manage and assist clients with Demat account opening, Mutual Fund investments, SIPs, insurance products, and cross-selling supplementary financial offerings.
• Subscription & Value Pitching:



Promote and sell subscription plans of the company’s business magazine and specialized advisory packs over the telephone
• Client Retention & Support: Handle customer queries and objections effectively, ensuring ongoing support, retention, and renewal of the existing client base. Requirements & Qualifications
• Minimum of a Graduation Degree.
• NISM 8 Mandatory
• 1 to 3 years of proven experience in share market sales, terminal dealing, or handling financial products.
• SEBI Certification (NISM Series VIII
- Equity Derivatives or NISM-Series-XV Research Analyst) is strongly preferred; candidates must be willing to clear it within 2 months of joining if not currently certified.
• Strong understanding of stock markets, terminal operations, Demat accounts, SIPs, Mutual Funds, and Insurance products.
• Passionate, aggressive for outbound calling, and equipped with a target-oriented sales mindset.
• Excellent interpersonal, negotiation, and communication skills with proficiency in English, Hindi, and a regional language.

📌 Equity Segment (Bengaluru)
🏢 Bharat HR
📍 Bengaluru