RM Dealer

Mumbai ₹2-6 LPA Posted 20 Nov 2025

FULL TIME

new client generation

Mutual Funds

Revenue Generation

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation
Responsible to generate brokerage primarily through advising clients on their portfolio.
Responsible for acquiring new Clients from the Market.
Ability to cross sell third party products like Motor Insurance, Life insurance,
Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
Focus on generating new business and building client networks.
Compliance
Maintain a high level of compliance as per company norms.
NISM 8 Mandatory