Relationship Manager - Retail Broking

Sbicap Securities

0 - 5 years

0 - 3 Lacs

Raipur West Bengal India

Posted:10 hours ago| Platform: Foundit logo

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Skills Required

retail broking NSE/BSE market trends Communication Skills Negotiation Skills Nism

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Communicate intra-day trading calls and investment ideas
to customers, ensuring they are well-informed for their trading decisions.
Individually operate NSE/BSE Terminals
for trade execution and market monitoring.
Possess the
ability to advise clients from time to time based on robust research advices
, ensuring informed decision-making.
Achieve laid down budgets
with respect to revenue generation and client activation, demonstrating a strong performance orientation.
Serve as the primary point of contact for retail broking clients, understanding their investment goals and risk profiles.
Execute trades accurately and efficiently on behalf of clients using NSE/BSE terminals.
Proactively engage with clients to provide market insights, research-backed recommendations, and trading strategies.
Identify opportunities for client activation and increase client engagement with broking services.
Generate revenue through successful execution of trades and cross-selling of relevant financial products.
Maintain accurate records of client interactions and trading activities.
Ensure compliance with all regulatory guidelines and company policies.

Desired Candidate Profile:

Proven experience in retail broking or a similar client-facing role within the financial services industry.
Strong knowledge of the Indian equity markets (NSE/BSE).
Ability to understand and interpret research reports and market trends.
Excellent communication (verbal and written), interpersonal, and negotiation skills.
Target-driven and customer-centric approach.
Relevant NISM certifications would be an added advantage.

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