Relationship Manager

Sbicap Securities; Dadri, Ghaziabad District, Shimla district; On-site; INR 400,000 - 650,000; Full time

Job summary

Sbicap Securities in Uttar Pradesh is seeking a client advisory professional to ensure SEBI compliance, provide informed advice based on research calls, and drive brokerage growth for the branch.

The role involves portfolio reviews, market updates, and trading on behalf of clients with clear communication about rates, research, and market outlook. Strong NISM certifications and interpersonal skills are required.

Qualifications

• 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.

Responsibilities

• Adhere 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 updates.
• Trade on behalf of clients; inform about rates, research, and market outlook.
• Identify new revenue streams and maintain client relationships.
• Achieve targets for revenue, client activation and acquisition.
• Cross-sell third-party products (Life Insurance & mutual funds).

Skills

Communication

Active listening

Presentation

Interpersonal skills

Client advisement

Education

NISM 8

NISM 25 A

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.