Job Description
Dear Candidate,
Greetings From "APEX SERVICES"
Designation- Assistant manager/Deputy manager
Role- Relationship Manager/Equity Dealer/HNI Dealer
CTC- upto-6 LPA + incentive + Other benefit
ROLES & RESPONSIBILITIES:
1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities
products.
3. Understand client financial goals, risk profile, and investment horizon before
recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
7. NISM 8 certification is mandatory
8. Graduate / Post graduate with minimum 1 yr exp in Equities.
Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753
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