Equity Segment - Sales/ Dealing

Bharat HR; Bengaluru; In loco; INR 420.000 - 640.000; Tempo pieno

Descrizione del lavoro

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

Key responsibilities include aggressive outbound calling to meet targets, executing trades, building client relationships, and cross-selling financial products while ensuring client retention.

Competenze

• Graduation degree required.
• NISM Certification mandatory.
• 1–3 years in share market sales or financial products.
• SEBI/NISM certification preferred and must be cleared within 2 months if not held.
• Strong knowledge of stock markets, Demat, SIPs, MF and insurance products.
• Target-driven with outbound calling and excellent communication.

Mansioni

• Drive outbound calling and achieve monthly sales targets for financial services and investments.
• Act as RM dealing contact for executing equity/derivatives trades and order management.
• Build and maintain relationships with retail and HNI clients, assess risk profiles.
• Assist with Demat accounts, mutual funds, SIPs and insurance products.
• Promote subscription plans for the company’s magazine and advisory packs via phone.
• Handle queries, objections, and ensure client retention and renewals.

Conoscenze

Outbound calling

Negotiation

Communication skills

Sales mindset

Formazione

Graduation degree

NISM Certification

SEBI Certification (NISM VIII/ XV)

Strumenti

Trading terminal

Demat accounts

Descrizione del lavoro

• 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.