Deputy Manager - Beta

• 5 hours ago
  

Key Responsibilities

Sales & Business Development:

• Drive branch revenue by identifying and onboarding new clients, including HNIs, retail investors, and corporate accounts.
• Develop and implement sales strategies to meet and exceed business goals.
• Build long-term relationships with clients, offering tailored investment solutions.
• Monitor market trends and guide the team to pitch appropriate stock market products.
• Organize investor education programs, seminars, and workshops to boost client acquisition.
  

Dealing & Client Management

• Manage and execute trading transactions for clients across equity, derivatives, and other instruments.
• Offer real-time market updates, insights, and investment advice to clients.
• Ensure error-free and timely execution of orders while adhering to compliance norms.
• Monitor clients' portfolios to assess performance and recommend modifications based on market conditions.
  

Back Office Operations

• Supervise client onboarding processes, ensuring complete and accurate documentation.
• Oversee KYC compliance, fund transfers, margin management, and account reconciliations.
• Ensure efficient reporting of daily activities such as P&L, trade confirmations, and risk management metrics.
• Liaise with internal departments (compliance, finance, and IT) to address operational issues promptly.
  

Team Leadership & Branch Operations

• Lead, mentor, and motivate a team of sales executives, dealers, and back-office staff.
• Conduct regular training sessions to upgrade team skills in sales, trading, and compliance.
• Establish performance metrics and monitor the team’s progress toward achieving branch objectives.
• Ensure the branch operates within SEBI, NSE/BSE, and internal company guidelines.
• Coordinate with regional or head office for escalations, audits, and reporting.
  

Skills & Competencies

• Domain Expertise:
• Strong knowledge of stock market instruments, trading platforms, and compliance norms.
• Familiarity with trading software like ODIN, NOW, NEST, or similar tools.
• Thorough understanding of SEBI and stock exchange guidelines.
• Leadership Skills:
• Ability to guide and manage multi-functional teams effectively.
• Proven track record of meeting business targets while maintaining operational efficiency.
• Analytical & Communication Skills:
• Strong decision-making abilities based on market analytics.
• Excellent verbal and written communication skills to interact with clients and stakeholders.
• Technical Proficiency:
• Competence in MS Excel, reporting tools, and CRM systems.
• Familiarity with risk management tools and operational workflows.