Posted:1 month ago| Platform: Linkedin logo

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Skills Required

trading portfolios compliance regulations monitoring research portfolio management communication data finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

SBI Securities, an extension of the esteemed SBI legacy, offers a comprehensive suite of investment products and services tailored to meet diverse financial objectives. Our offerings span across asset classes including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). The intuitive trading platform empowers investors with seamless control over their portfolios. For more information, visit www.sbisecurities.in.

Role Description

This is a full-time on-site role for an RM Dealing position located in Cuttack. The RM Dealing role involves managing client portfolios, executing trades, providing investment advice, and ensuring compliance with financial regulations. The role requires regular interaction with clients to understand their financial goals and to offer tailored investment solutions. Additionally, the RM Dealing will be responsible for monitoring market trends and conducting research to provide informed recommendations.

Qualifications

  • Experience in Portfolio Management, Investment Advisory, and Trade Execution
  • Knowledge of Financial Regulations and Compliance
  • Strong Research and Analytical skills
  • Excellent Communication and Client Relationship Management skills
  • Ability to work independently and make data-driven decisions
  • Bachelor's degree in Finance, Economics, or related field
  • Relevant certifications such as NISM or similar are a plus
  • Proficiency in using trading platforms and financial software

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