Equity Dealer

Sbicap Securities; Vadodara, Anand; On-site; INR 350,000 - 520,000; Full time

Job summary

Sbicap Securities is hiring a Relationship Manager (Equity Dealer) for its Retail Broking team in Vadodara. The role requires 1 to 5 years of experience, with NISM 8 certification mandatory, and a track record in delivering trading ideas and client guidance.

You will handle intra-day calls, adhere to SEBI norms, and work onsite full-time, focusing on portfolio reviews and revenue growth through client activation and cross-selling financial products.

Qualifications

• NISM 8 certification is mandatory for eligibility.
• Strong communication and client-facing skills required.
• Ability to explain market concepts clearly to clients.
• Knowledge of equity markets and trading practices.

Responsibilities

• Communicate intra-day trading calls and investing ideas to customers.
• Ensure adherence to SEBI regulations, internal policies and suitability norms.
• Advise clients based on research calls.
• Generate brokerage and trading volume to the branch.
• Conduct regular portfolio reviews and provide market updates.
• Trade on behalf of clients and inform about rates, research, and confirmations.
• Cross-sell third party products (Life Insurance & mutual funds).

Skills

Excellent communication

Active listening

Confidence and presentation

Interpersonal skills

Persuasion skills

Education

NISM 8 certification

Job description

Department: Retail Broking

Experience: 1 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.

Note: This is full time Onsite Job