Company Description SBI Securities, a part of the SBI group legacy, provides a comprehensive range of investment products and services designed to support diverse financial goals. The company offers access to multiple asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Its intuitive trading platform helps clients manage and monitor their investments with greater ease and control.

SBI Securities focuses on delivering reliable, customer-centric solutions and transparent processes for retail and institutional investors. More information about the company’s offerings and services is available through its official online channels.

Role Description This is a full-time, on-site role for a NISM Certified Relationship Manager/Advisor based in the Amritsar/Ludhiana area.

The Relationship

Manager/Advisor will engage with existing and prospective clients to understand their financial objectives, recommend suitable investment products, and support them in building diversified portfolios across equity, derivatives, mutual funds, bonds, and other instruments. Day-to-day responsibilities include client acquisition, relationship management, portfolio review, and ensuring regulatory and internal compliance in all advisory interactions. The role involves conducting regular follow-ups, explaining product features and risks, executing client orders through the trading platform, and coordinating with internal teams for seamless service delivery.





The Relationship

Manager/Advisor will also contribute to local business development activities, including investor education and promotional initiatives.

Qualifications

- Valid NISM certification in relevant segments and strong knowledge of equity, derivatives, mutual funds, and fixed income products.
- Client relationship and advisory skills, including the ability to assess risk profiles, explain investment options clearly, and provide goal-based recommendations.
- Sales and business development capabilities, such as prospecting, lead conversion, and meeting revenue and acquisition targets in a competitive market.
- Comfort with trading platforms and digital tools, including order placement, portfolio tracking, and accurate documentation of client interactions.
- Sound understanding of regulatory guidelines, compliance requirements, and ethical standards for investment advisory and brokerage services.
- Robust communication and interpersonal skills, with the ability to interact professionally with clients from diverse backgrounds.
- Ability to work in a structured on-site environment, manage time effectively, and collaborate with branch and regional teams.
- Bachelor’s degree in finance, commerce, economics, business, or a related field; relevant industry certifications beyond NISM are an advantage.
- Prior experience in broking, wealth management, or financial advisory services is preferred but not mandatory for highly motivated candidates.

📌 NISM Certified Relationship manager/Advisor (India)
🏢 sbi securities
📍 India