New Delhi – Opus Global Services https://opusglobalservices.in Mon, 18 Aug 2025 10:27:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://opusglobalservices.in/wp-content/uploads/2025/02/cropped-favicon-270x270-1-150x150.webp New Delhi – Opus Global Services https://opusglobalservices.in 32 32 Relationship Manager https://opusglobalservices.in/jobs/relationship-manager/ Mon, 18 Aug 2025 10:27:46 +0000 https://infomaniac.in/opusglobal/?post_type=awsm_job_openings&p=1673 Key Responsibilities:

  • Build and maintain strong relationships with high-net-worth clients.

  • Understand client needs and provide tailored financial solutions.

  • Cross-sell and up-sell wealth management products like Mutual Funds, PMS, Insurance, Bonds, Corporate FDs, and NCDs.

  • Conduct periodic portfolio reviews and provide investment advice aligned with client goals.

  • Identify opportunities to acquire new clients and expand the client base.

  • Ensure client queries regarding market trends, investment products, and account issues are resolved promptly.

  • Monitor client exposure, investment limits, and risk profile adherence.

  • Drive business growth while ensuring compliance with regulatory and organizational policies.

  • Maintain accurate client records and documentation in line with internal procedures.

Eligibility: Only candidates with experience in Broking, Securities, or Wealth Management.

Experience: 1 to 10 Years

CTC: Up to 8 LPA

Location: New Delhi

Qualification: Graduate with NISM 8 Certification

]]> RM Equity Dealer https://opusglobalservices.in/jobs/rm-equity-dealer/ Thu, 20 Feb 2025 07:12:34 +0000 https://infomaniac.in/opusglobal/?post_type=awsm_job_openings&p=1459 Key Responsibilities:

  • Execute the orders on behalf of clients.
  • Ensure the volume of trade is higher & clients trade frequently.
  • Punch orders for clients on NSE/ BSE terminals.
  • Recommending and guiding the clients on investment strategies.
  • Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCD’s and etc.
  • Monitor client exposure limits.
  • Solving queries of the clients regards market and investment.
  • Drive focus on generating new business/client base
  • Responsible to ensure all activities are in adherence as per Compliance framework
  • Only Broking or securities candidates can apply.

Exp- 1 to 10 Years

CTC- upto 8 LPA

Location- New Delhi

Qualification- Graduate with NISM 8

]]> PCG Advisor – Equity https://opusglobalservices.in/jobs/pcg-advisor-equity/ Thu, 20 Feb 2025 07:00:40 +0000 https://infomaniac.in/opusglobal/?post_type=awsm_job_openings&p=1455 Key Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Individually handling clients with the book size of 25 lacs & above.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client’s & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client’s financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor’s Advising skills through call tracking, weekly targets & meetings, con calls.

Exp- 5-15 Years

CTC- Upto 20 LPA

Location- New Delhi

Industry- Securities & Broking

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