Relationship Manager Sales & Relationship Manager Dealing

Role Overview:

• Job Title: RM Sales & RM Dealing
• Location: Bengaluru
• Experience: 1+Year
• we are looking for a dynamic 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.

• 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.