Relationship Manager: Dealing

Job Description

As part of the dealing team you are responsible to:
? Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge.
? Develop new clients and retain client customer base.


Key Performance Indicator

? Client Relationship Management
o Responsible to generate brokerage primarily through advising clients on their portfolio
o Develop and maintain a long-term relationship with customers to maintain a high level of retention of client base
o Drive focus on generating new business/client base
? Product Knowledge
o Keep abreast with the market knowledge and market intelligence.
o Responsible to ensure all activities are in adherence as per Compliance framework.
? Provide information and regular updates to immediate manager



Selection Criteria

? Good communication (verbal and written) skills
o Ability to speak in local language and English
? Strong product knowledge and understanding of capital market
o Minimum of 1 year experience in Equity broking
? Holds latest certificates from NISM (Equity)
? Understanding of local market and captive client base
? Understand basic computer skills of using email, Microsoft office
? Graduate from recognized university or college



Interview Process

? HR Interview
? Business Interview
Candidate coming for interview must carry following documents on the day of interview (photocopies only)
? Last 3 months salary, Copy of Appointment letter or latest revision letter, Graduation certificate/ final marksheet and Relevant NSIM certificates.

Key Skills

Company Profile