Job Description
Dear Candidate Greetings From APEX SERVICES Designation Manager Assistant manager Deputy manager Role Relationship Manager Equity Dealer CTC up to5LPA incentive Other benefit Branch Dealing Key responsibilities and accountability Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short medium term Develop and maintain a longterm relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business To maintain a synergetic relationship with Relationship Managers by supporting their efforts to enhance business To keep abreast with the market knowledge and market intelligence Responsible to ensure all activities are in adherence as per Compliance Risk Provide regular updates to the immediate superior as and when required Skills Knowledge Graduate Post graduate withminimum 1yr exp in Equities on the client advisory side Should have sound understanding of capital markets Should be resultoriented self starter proactive good communication skills Should possess strong networking relationship building skills Should be certified inDerivative Certificate NISM8 for equity dealer profile Relationship ManagerBranch Sales Key responsibilities and accountability Responsible for new client acquisition building new relationships and increasing depth in existing relationships with clients Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Skills Knowledge Graduate Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry Should have good communication presentation skills May have good existing client relationships in the market Should be a selfstarter proactive target oriented Should possess strong networking relationship building skills Kindly reply with an updated CV onhidden emailif you are interested in the mentioned Job Role you can call also on hidden mobile
💡 Quick Summary
Seeking a career-building opportunity? The Equity Dealer Relationship manager position is now open for candidates interested in the Operations Executive Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
