Relationship Managers (RM Sales & RM Dealing)
Bharat HR
- Location
- Chennai, Tamil Nadu, India
- Job type
- Full-time
Required skills
- communication skills
- derivatives
About the role
Bharat HR
Website:
bharathr.com
Job details:
Role Overview:
- Job Title: RM Sales & RM Dealing
- Location: Chennai
- 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.
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