1. Client Relationship Management o Manage and service institutional clients such as Mutual Funds, Insurance Companies, Banks, FIIs, and PMS clients. o Maintain regular communication with clients to understand their investment preferences and provide timely market insights. o Assist in onboarding new institutional clients in coordination with compliance and back office.

2. Trade Execution o Execute client orders efficiently across Equity Cash and Derivatives segments in line with client instructions. o Ensure trades are executed at the best available price with speed and accuracy while complying with risk parameters. o Coordinate with the dealing desk and exchanges for order placement and confirmation.

3. Market Intelligence & Research Support o Provide clients with real-time market updates, corporate actions, FII/DII flows, and economic news. o Share insights from internal research reports and facilitate calls with the Research Team when required.

4. MIS & Reporting o Maintain accurate records of client trades, call logs, and daily reports. o Prepare daily trade summaries and P&L reports for clients as required. o Track and report client-wise brokerage and revenue generation.

5. Regulatory & Compliance Adherence o Ensure all trades are compliant with SEBI and exchange regulations. o Adhere to internal dealing rules, conflict of interest guidelines, and trade confirmation processes.

6. Coordination & Support o Work closely with the Institutional Back Office, Compliance, and RMS teams to ensure smooth pre- and post-trade operations. o Handle client queries related to trade confirmations, settlements, and order mismatches. Required Skills & Qualifications : Educational Qualification : Graduate/Postgraduate in Finance, Commerce, or related fields. Certifications: NISM Series VIII (Equity Derivatives) and Series VII (Securities Operations & Risk Management) mandatory. Experience: 3 5 years of experience in institutional equity dealing in a stockbroking firm or financial services company.

More Jobs at SHCIL Services Ltd (SSL)

Assistant Manager

mumbai, navi mumbai

2.0 - 5.0 yrs

INR 3 - 6 Lacs

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Assistant Manager