Relationship Manager

Sbicap Securities; Agra District, Amritsar, Bathinda; On-site; INR 300,000 - 600,000; Full time

Job summary

Sbicap Securities invites applications for a role focusing on client advisory, regulatory compliance and revenue growth. The candidate will ensure SEBI adherence, advise clients on research calls, generate brokerage, and conduct regular portfolio reviews with market updates.

The ideal candidate holds NISM 8 and NISM 25A certifications, with excellent communication, presentation and interpersonal skills to clearly explain information and actively engage clients.

Qualifications

• NISM 8 and NISM 25A 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

• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
• Advise clients from time to time based on research calls.
• Generate brokerage and volume to the branch.
• Conduct regular portfolio reviews and provide market and performance updates.
• 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 relationships with existing clients.
• Achieve laid down targets with respect to revenue generation, client activation and client acquisition.
• Cross selling third party products (Life Insurance & mutual funds).

Skills

Communication

Active listening

Presentation skills

Interpersonal skills

Convincing ability

Education

NISM 8 certification

NISM 25A certification

Job description

Role & responsibilities

• 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).

Preferred candidate profile

• NISM 8 and NISM 25 A 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.