RM Cum Dealer

RM cum Dealer

Marwadi Shares and Finance Limited.

Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group in Financial Services, Education, and Solar energy. Currently employing more than 2000 employees as a Group Marwadi Financial Services is the financial services arm of the Marwadi Group and has 800 plus employees across 104 locations around Gujarat and neighboring states. There are also more than 1450 franchisees as a part of our network. Leveraging the network and our world-class product and services we have a 4.1L customer base.

Job Purpose:

Marwadi Financial Services is looking for Relationship Manager cum Dealer (RM cum Dealer)

Requirements:

• Qualification: Any Graduate / Post Graduate
• Experience: Fresher
• Location: Talala

Responsibilities:

• Trading in equity or Commodity terminal
• All mass file downloading, reading of research reports, and limit opening for some special clients
• Trading activity, dormant client follow-up, and some prospective client follow-up.
• Trade confirmation
• Business development, new acquisition, service call, marketing activity etc.
• Reporting to branch manager, any other service activity or follow-up work for business development.
• Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc.
• Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc.
• To provide client service and engagement at 360 degree levels.
• Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc.
• Providing branch operational support.
• Developing healthy relationships with sub-brokers and doing interventions with them as per the supervisors advice.

Skills:

• Proficient knowledge of MS Excel, PowerPoint, Word software.
• Excellent written and verbal communication skills.
• Problem Solving or Analysis skill.
• Should be Accurate and responsible

Personality:

• Careful and diligent even meticulous with a good dose of common sense
• Efficient, effective and organized in both physical and digital words
• Modestly confident and also personable, good-humored and trustworthy
• Informal but 100% professional while respecting traditional courtesy and good manners.