Equity Segment - RM/ Dealing

Bharat H.R; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

Bharat H.R. Bengaluru is seeking a dynamic RM Sales & RM Dealing professional to drive retail sales, manage live equity/derivatives dealing, and nurture HNI client relationships.

Responsibilities include outbound sales, trade execution, client advisory, and cross-selling financial offerings, with a focus on retention and renewals. A graduation degree and NISM 8 are required, with SEBI certification preferred and a plan to obtain within 2 months of joining.

Qualifications

• Graduation is required.
• NISM 8 mandatory for the role.
• 1–3 years in share market sales or related financial products.
• SEBI Certification preferred; must be willing to clear within 2 months of joining.
• Strong understanding of stock markets, Demat accounts, SIPs, MF, and insurance products.
• Excellent interpersonal, negotiation, and communication skills in English, Hindi, and a regional language.

Responsibilities

• Drive outbound calling and achieve monthly sales targets for financial services and investment products.
• Act as the dedicated point of contact for executing trades in equities and derivatives, managing orders, and ensuring smooth trade processing.
• Build and maintain strong relationships with retail and HNI clients, assessing risk to offer equity/advisory services and tailored solutions.
• Manage and assist clients with Demat account opening, Mutual Fund investments, SIPs, insurance products, and cross-selling offerings.
• Promote and sell subscription plans of the company’s business magazine and specialized advisory packs over the phone.
• Handle customer queries and objections, ensuring ongoing support, retention and renewal of the client base.

Skills

Outbound calling

Target-driven sales

Client relationships

Negotiation

Multilingual communication

Communication skills

Education

Graduation

NISM 8 Mandatory

SEBI Certification (preferred; within 2 months)

Tools

Trading terminal

Demat accounts

Job description

• 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.
• NISM 8 Mandatory
• 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.