Relationship Manager

Sbicap Securities; Kolkata District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sbicap Securities is seeking a client-facing trading professional to execute equity and derivatives trades for clients in Kolkata. You will monitor markets, offer insights, and tailor investment recommendations based on client objectives and risk appetite.

The role involves handling client queries, maintaining trade records, and ensuring strict adherence to regulatory and internal compliance. Strong communication and presentation skills are essential.

Qualifications

• NISM VIII and NISM XXV A certifications are mandatory.
• Excellent communication and active listening skills are required.
• Confidence and strong presentation abilities are essential.
• Ability to explain information clearly and simply, with strong interpersonal skills.

Responsibilities

• Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines.
• Monitor live market movements and provide real-time updates to clients to support informed trading decisions.
• Understand clients' investment objectives, risk appetite, and financial goals to provide market insights and investment recommendations.
• Address client queries related to portfolio performance, account statements, and trading-related concerns.
• Operate trading terminals with proficiency.
• Provide real-time order updates and confirmations to clients over recorded communication lines.
• Maintain accurate trade execution records and client interaction logs using internal CRM tools.
• Ensure strict adherence to Risk Management, Settlement, and Compliance protocols.
• Comply with SEBI regulations, exchange rules, and internal company policies.
• Acquire new clients for opening demat accounts and cross-sell allied products such as mutual funds, insurance, and other investment instruments.
• Keep abreast of market news, financial trends and current affairs.
• Aim to achieve healthy revenues targets without compromising client profitability.

Education

NISM VIII & NISM XXV A Certification

Job description

Roles & Responsibilities:

• Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines
• Monitor live market movements and provide real-time updates to clients to support informed trading decisions
• Understand clients investment objectives, risk appetite, and financial goals to provide market insights and investment recommendations to clients based on companies research reports
• Address client queries related to portfolio performance, account statements, and trading-related concerns
• Operate trading terminals with proficiency
• Provide real-time order updates and confirmations to clients over recorded communication lines
• Maintain accurate trade execution records and client interaction logs using internal CRM tools
• Ensure strict adherence to Risk Management, Settlement, and Compliance protocols
• Comply with SEBI regulations, exchange rules, and internal company policies
• Responsible for acquiring new clients for opening demat accounts and cross-selling of allied products such as mutual funds, insurance, and other investment instruments to existing clients
• Keep abreast of the market news, financial trends and current affairs
• To achieve healthy revenues targets without compromising on clients profitability

Key Competencies:

• NISM VIII & NISM XXV 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