Relationship Manager (Equity Dealer)

Sbicap Securities; Dehradun, Amritsar, Bathinda; Presencial; INR 300.000 - 600.000; Jornada completa

Descripción de la vacante

Sbicap Securities in Dehradun seeks a disciplined trading desk professional to communicate intraday trading calls and investing ideas to customers, ensuring SEBI compliance and internal policy adherence. You will advise clients based on research calls and trade on their behalf, providing market updates and portfolio reviews.

The role focuses on driving brokerage, revenue, and client activation while maintaining strong client relationships and cross-selling life insurance and mutual funds.

Formación

• NISM 8 Certification is mandatory.
• Excellent communication and active listening skills are essential.
• Strong presentation abilities.
• Excellent interpersonal skills and ability to explain information clearly.

Responsabilidades

• Communicating intraday 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)

Conocimientos

NISM 8 Certification

Excellent communication

Active listening

Presentation skills

Interpersonal skills

Descripción del empleo

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