Relationship Manager

• Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines.
• Monitor live market movements and provide real-time updates to clients to support informed trading decisions.
• Understand clients investment objectives, risk appetite, and financial goals to provide market insights and investment recommendations to clients based on company Research reports.
• Address client queries related to portfolio performance, account statements, and trading-related concerns.
• Operate trading terminals with proficiency.
• Provide real-time order updates and confirmations to clients over recorded communication lines.
• Maintain accurate trade execution records and client interaction logs using internal CRM tools.
• Ensure strict adherence to Risk Management, Settlement, and Compliance protocols.
• Comply with SEBI regulations, exchange rules, and internal company policies.
• Responsible for acquiring new clients for opening dmat accounts and cross-selling of allied products such as mutual funds, insurance, and other investment instruments to existing clients.
• Keep abreast of the market news, financial trends and current affairs.
• To achieve healthy revenues targets without compromising on clients profitability.

Key Competencies:

• NISM 8 & 25A 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.