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RM DEALING @ Cogent Solutions

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 RM DEALING

Job Description

Location -Ahmedabad and Rajkot

Post - RM Dealer 

 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 to acquire 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 build client network.

Compliance

  • Maintain high level of compliance as per company norms.

 

Candidate should

  • Have good communication (verbal and written) skills. Ability to speak in local language.
  • Have strong product knowledge and understanding of capital market.
  • Have strong selling skills and ability to manage multiple product sales.
  • Have minimum of 1 year relevant experience in equity broking/selling third party products.
  • Have graduation degree from recognized university or college.
  • Have latest certificate of NISM 8 series.
  • Should have basic computer knowledge of using email, Microsoft office and trading terminal.

 

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: RM DEALING

Contact Details:

Company: Cogent Solutions
Location(s): Ahmedabad

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₹ 6 - 14 Lakh/Yr

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Cogent Solutions

Company deals in E-commerce, IT, HR services and providing to reputed client in Delhi and NCR location.