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57 Sun Life Financial Jobs

Actively hiring For Equity dealer For Aditya Birla Money

2-7 years

₹ 4 - 6L/yr

Vijayawada, Visakhapatnam

4 vacancies

Actively hiring For Equity dealer For Aditya Birla Money

Sun Life Financial

posted 6d ago

Job Role Insights

Flexible timing

Key skills for the job

Job Description

Role & responsibilities


  • To ensure active management of clients & achieve the target active AUM
  • To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options
  • Responsible for new client acquisition
  • To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • To achieve healthy revenues without compromising on client profitability
  • To have a clear focus on client mining
  • To conduct regular Client Meetings & update the same in the meeting tracker
  • To attain maximum reach of investment ideas/stock calls initiated
  • Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing.

Preferred candidate profile


Graduate/post graduate with 3 years experience\

should have good communication skills

should be self starter

NISM8 Mandatory


Contact HR : Santhosh - 9560385650




Employment Type: Full Time, Permanent

Read full job description

Prepare for Equity Dealer roles with real interview advice

Top Sun Life Financial Equity Dealer Interview Questions

Q1. If we have worked on new techs like blockchain, llms etc
Q2. How would you manage high volume with low manpower?
Q3. Speak for 2 to 3 minutes on a particular topic
View all 10 questions

What people at Sun Life Financial are saying

What Sun Life Financial employees are saying about work life

based on 615 employees
60%
95%
82%
58%
Flexible timing
Monday to Friday
No travel
Night Shift
View more insights

Sun Life Financial Benefits

Submitted by Company
Learning Based Ecosystem
High Performance Culture
Caring and Inclusive Culture
WELLNESS Day offs & additional Wellness allowance
EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing
VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food
Work From Home
Cafeteria
Health Insurance
Soft Skill Training
Education Assistance +6 more
View more benefits

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