RM cum Dealer Full-time

marwadi shares and finance limited

Posted By : marwadi shares and finance limited

Ahmedabad, Gujarat (2)Surat, Gujarat (1)Anand, Gujarat (1)

Job Purpose:

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


● Qualification: B.Com /MBA Marketing any Graduate

● Experience: Minimum 1+ Years of corporate managerial experience SEBI / Exchanges / Broking / Stock Markets

● CTC: Based on candidates experience and merits


● Trading in equity or Commodity terminal

● All mass file downloading, reading of research report and limit opening for some special clients

●Trading activity, dormant client follow up, 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 intervention with them as per supervisor’s advice.


● Proficient knowledge of MS Excel, PowerPoint, Word software.

● Excellent written and verbal communication skills.

● Problem Solving or Analysis skill.

● Should be Accurate and responsible


● Careful and diligent even meticulous with a good dose of common sense

● Efficient, effective and organized in both the physical and digital words

● Modestly confident and also personable, good humored and trustworthy

● Informal but 100% professional while respecting traditional courtesy and good manners.

Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Clerical
  • Complex Problem Solving
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Economics and Accounting
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Judgment and Decision Making
  • Law and Government
  • Mathematics
  • Near Vision
  • Negotiation
  • Oral Comprehension
  • Oral Expression
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Written Comprehension
  • Written Expression

Bachelor of Commerce (B.Com) - Finance

Master of Business Administration (MBA) - Any Specialization

B.com / MBA

  • Life insurance