Relationship Manager (Equity Dealer)

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