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 solid 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.
Robust convincing and interpersonal skills.
📌 Senior Relationship Manager Wealth New Delhi
🏢 SBICAP Securities
📍 New Delhi
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