Roles & 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 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 certification is mandatory.

· Excellent communication and active listening skills.

· Confidence and strong presentation abilities.

· Ability to explain information clearly and simply.

· Robust convincing and interpersonal skills.

📌 Equity Dealer/Relationship Manager (Jalandhar)
🏢 sbi securities
📍 Jalandhar