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Relationship Manager - Retail Broking

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  • Posted 25 days ago
  • Over 50 applicants
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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.

More Info

Job Type:
Function:
Employment Type:
Open to candidates from:
Indian

About Company

As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Managing your investments is simpler than ever with our intuitive trading platform, giving you seamless control over your portfolio.

Job ID: 120571077