Equity Dealer

Sbicap Securities; Dharwad District; On-site; INR 400,000 - 600,000; Full time

Job summary

Sbicap Securities in Dharwad District seeks a Relationship Manager (Equity Dealer) with 1-2 years of experience and a Graduate / Post Graduate qualification. The role is focused on communicating trading ideas, advising clients based on research calls, and generating brokerage for the branch.

You will ensure SEBI compliance, maintain client relationships, and perform portfolio reviews while cross-selling third party products. Strong communication and presentation skills are essential.

Qualifications

• 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.

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 when appropriate.
• Generate brokerage and volume for the branch.
• Conduct regular portfolio reviews and provide market updates.
• Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations.
• Identify new revenue streams and maintain cordial client relationships.
• Achieve targets for revenue, client activation and client acquisition.
• Cross-sell third party products (Life Insurance & mutual funds).

Skills

NISM 8 certification

Excellent communication

Active listening

Confidence

Presentation skills

Explain information clearly

Interpersonal skills

Education

Graduate / Post Graduate

Job description

Department: Retail Broking

Industry: Broking

Experience: 1-2 years

Qualification: Graduate / Post Graduate

Role: Relationship Manager (Equity Dealer)

Level: Individual Contributor

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.