Role & responsibilities
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 recent 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
Preferred candidate profile
Excellent communication and active listening skills.
Confidence and robust presentation abilities.
Ability to explain information clearly and simply.
Robust convincing and interpersonal skills.
NISM VIII Certification Mandatory.
📌 Opportunity For Vrm Equity Dealer With Sbi Securities Mumbai Suburban
🏢 SBICAP Securities
📍 Mumbai Suburban
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