About the Job

We are seeking a dynamic and experienced Relationship Manager cum Equity Dealer to join our team. In this role, you will be responsible for managing client relationships, providing investment advisory services, and executing equity trades on behalf of our clients. Your primary focus will be on building and maintaining strong client relationships, understanding their financial goals, and delivering tailored investment solutions to help them achieve their objectives.

Roles & Responsibilities

• Proactively engage with clients to understand their investment needs, risk tolerance, and financial goals
• Provide excellent communication skills and personalized investment advice to clients
• Assist with client onboarding and account setup processes
• Identify and generate new lead generation opportunities through networking and referrals
• Collaborate with the sales and business development team to drive sales and business development initiatives
• Monitor and analyze the stock market and provide timely recommendations to clients
• Execute trading orders and manage client portfolios in line with their investment objectives
• Conduct equity research and provide insights to clients
• Assist with lead generation and conversion activities
• Organize and attend client meetings to discuss investment strategies and portfolio performance

Required Skills & Qualifications

• Minimum 1-5 years of experience in a similar role as a Relationship Manager or Equity Dealer
• Strong understanding of the stock market, investment products, and trading strategies
• Excellent communication skills
• Proven track record in client onboarding, relationship management, and lead generation
• Proficient in sales and business development activities, including prospecting, networking, and closing deals
• Proficient in using financial software, trading platforms, and data analysis tools