Role & responsibilities
Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
Ability to advise the clients from time to time based on the research calls.
Generating brokerage and volume to the branch.
Conduct regular portfolio reviews and provide clear market and performance updates.
To trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations.
Identify current streams for revenue and maintain cordial relationship with existing clients.
Achieve laid down target W.r.t Revenue generation, client activation & client acquisition.

Cross selling third party products (Life Insurance & mutual funds).

Preferred candidate profile
NISM 8 and NISM 25 A certification is mandatory.
Excellent communication and active listening skills.
Confidence and solid presentation abilities.
Ability to explain information clearly and simply.
Robust convincing and interpersonal skills.

📌 Relationship Manager Agra
🏢 SBICAP Securities
📍 Agra