Equity Dealer

Sbicap Securities; Chandigarh, Jalandhar; On-site; INR 300,000 - 600,000; Full time

Job summary

Sbicap Securities is seeking a Relationship Manager (Equity Dealer) in Retail Broking. The role involves communicating intra-day trading calls, advising clients based on research, and generating brokerage through active client engagement.

The candidate should have 0-5 years of experience, strong communication, and presentation skills, with NISM 8 certification mandatory. Adherence to SEBI rules and client-centric service are essential.

Qualifications

• 0-5 years of experience (Retail Broking)
• NISM 8 certification mandatory
• Excellent communication and active listening skills
• Confident with strong presentation abilities
• Ability to explain information clearly and simply
• Strong convincing and interpersonal skills

Responsibilities

• Communicating intra-day trading calls and investing ideas to customers
• Ensure strict adherence to SEBI regulations, internal policies and suitability norms
• Advise clients based on research calls
• Generate brokerage and volume for the branch
• Conduct regular portfolio reviews and provide market and performance updates
• Trade on behalf of clients, keeping them informed about rates, research and market outlook
• Identify new revenue streams and maintain relationships with existing clients
• Achieve targets for revenue generation, client activation and client acquisition
• Cross-sell third party products (Life Insurance & mutual funds)

Skills

Communication

Active listening

Presentation skills

Interpersonal skills

Convincing skills

Education

NISM 8 Certification

Job description

Department: Retail Broking

Experience: 0 to 5 years

Role: Relationship Manager (Equity Dealer)

Roles & Responsibilities:

• Communicating Intra-day trading calls and investing ideas to customers.
• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
• Ability to advise the clients from time to time based on the research calls.
• Generating brokerage and volume to the branch.
• Conduct regular portfolio reviews and provide clear market and performance updates.
• To trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations.
• Identify new streams for revenue and maintain cordial relationship with existing clients.
• Achieve laid down target W.r.t Revenue generation, client activation & client acquisition.
• Cross selling third party products (Life Insurance & mutual funds).

Key Competencies:

• NISM 8 certification is mandatory.
• Excellent communication and active listening skills.
• Confidence and strong presentation abilities.
• Ability to explain information clearly and simply.
• Strong convincing and interpersonal skills.