Senior Relationship Manager- Wealth (New Delhi)

Senior Relationship Manager- Wealth (New Delhi)

18 Oct
|
SBICAP Securities
|
New Delhi

18 Oct

SBICAP Securities

New Delhi

Role & responsibilities

- Execute equity trades (cash, intraday, delivery) on NSE/BSE platforms for wealth clients

- Ensure timely and error-free order execution as per client instructions

- Handle high-value and HNI client orders efficiently

- Support Relationship Managers with live market updates and trade execution

- Provide stock quotes, market trends, and trade confirmations to clients/RMs

- Build strong coordination with wealth sales teams

- Track equity markets, indices, corporate actions, and news flows

- Provide basic market insights and trading ideas to RMs (non-advisory)

- Monitor volatility, circuit limits, and risk parameters

- Adhere to SEBI, Exchange, and internal compliance guidelines

- Ensure proper order punching, confirmations, and documentation

- Maintain audit-ready records of trades and dealer logs





- Prepare daily trade reports, turnover, and brokerage MIS

- Monitor client margins, exposure limits, and square-offs

- Coordinate with RMS and back-office teams for smooth operations

- Strong knowledge of equity markets and trading mechanisms

- Hands-on experience with trading terminals (TWS)

- Understanding of RMS, margins, and exchange regulations

Preferred candidate profile

- NISM 8 and NISM 25 A certification is mandatory.

- Excellent communication and active listening skills.

- Confidence and robust presentation abilities.

- Ability to explain information clearly and simply.

- Strong convincing and interpersonal skills.

📌 Senior Relationship Manager- Wealth (New Delhi)
🏢 SBICAP Securities
📍 New Delhi

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