AV

RM - Equity Dealer / Trading

Avani Consulting
Bangalore2-7 LPA Posted 13 Aug 2025
FULL TIME
Client Management
Equity Dealing
Revenue Generation
Financial Products
Relationship Management

Job Description

This role is for a Relationship Manager - Equity Dealer / Trading responsible for managing client relationships, executing trades, and driving business growth. The ideal candidate will have a strong background in equity dealing, a solid understanding of the stock market, and excellent communication skills.

Key Responsibilities

  • Trade on behalf of clients and ensure accurate execution of orders.
  • Build strong relationships with clients and educate them on various investment opportunities.
  • Acquire new clients and engage in cross-selling of third-party products such as mutual funds, insurance, and SIPs.
  • Conduct regular client meetings to understand their needs and provide tailored solutions.

Skills & Qualifications

  • Experience in Equity Dealing and cross-selling.
  • Graduation with NISM 8 certification (Equity & derivatives) is mandatory.
  • Strong knowledge of the stock market.
  • Excellent communication skills.
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