Senior Relationship Manager- Wealth

Sbicap Securities; New Delhi; On-site; INR 600,000 - 850,000; Full time

Job summary

Sbicap Securities requires an equity trades professional to execute orders on NSE/BSE for wealth clients and support Relationship Managers with live market updates. The role demands meticulous execution, strong product knowledge, and adherence to SEBI and exchange guidelines.

You will monitor markets, prepare trade confirmations, and coordinate with back-office teams to ensure smooth operations and audit-ready records. Strong communication and presentation skills are essential.

Qualifications

• NISM 8 and NISM 25A certifications are mandatory.
• Excellent communication and active listening skills required.
• Ability to explain information clearly and simply.
• Strong convincing and interpersonal abilities.

Responsibilities

• Execute equity trades (cash, intraday, delivery) on NSE/BSE platforms for wealth clients.
• Ensure timely and error-free order execution as per client instructions.
• Handle high-value and HNI client orders efficiently.
• Support Relationship Managers with live market updates and trade execution.
• Provide stock quotes, market trends, and trade confirmations to clients/RMs.
• Monitor volatility, circuit limits, and risk parameters.
• Adhere to SEBI, Exchange, and internal compliance guidelines.
• Coordinate with RMS and back-office teams for smooth operations.

Skills

Communication

Active listening

Presentation skills

Interpersonal skills

Education

NISM 8 certification

NISM 25A certification

Tools

Trading terminals (TWS)

Job description

Role & responsibilities

• Execute equity trades (cash, intraday, delivery) on NSE/BSE platforms for wealth clients
• Ensure timely and error-free order execution as per client instructions
• Handle high-value and HNI client orders efficiently
• Support Relationship Managers with live market updates and trade execution
• Provide stock quotes, market trends, and trade confirmations to clients/RMs
• Build strong coordination with wealth sales teams
• Track equity markets, indices, corporate actions, and news flows
• Provide basic market insights and trading ideas to RMs (non-advisory)
• Monitor volatility, circuit limits, and risk parameters
• Adhere to SEBI, Exchange, and internal compliance guidelines
• Ensure proper order punching, confirmations, and documentation
• Maintain audit-ready records of trades and dealer logs
• Prepare daily trade reports, turnover, and brokerage MIS
• Monitor client margins, exposure limits, and square-offs
• Coordinate with RMS and back-office teams for smooth operations
• Strong knowledge of equity markets and trading mechanisms
• Hands-on experience with trading terminals (TWS)
• Understanding of RMS, margins, and exchange regulations

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.