An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
Role & responsibilities
- Position: Wealth RM
- Minimum Experience: 5 Years (Mandatorily as a Dealer/Advisor)
- Reporting To: Market Head Wealth
Key Responsibilities
- Drive Small case business and revenue among existing clients.
- Drive MTF utilization and revenue from eligible clients.
- Generate and increase brokerage revenue through active client engagement and trading activity.
- Identify opportunities to increase client trading frequency and wallet share.
- Provide market updates, trading/investment insights and execution support to clients.
- Actively engage with the assigned client base and increase client activity.
- Monitor and achieve assigned brokerage, MTF and Smallcase revenue targets.
- Track client-level revenue, trading activity and business performance.
- Maintain regular follow-up with clients to improve activation and revenue contribution.
- Ensure all client interactions and transactions comply with applicable SEBI, exchange and SBI Securities guidelines.
Preferred candidate profile
- Graduate in any discipline.
- Minimum 5 years of relevant experience in stock broking, wealth management, dealing or capital markets.
Key Skills
- Strong knowledge of Equity Markets, MTF, Smallcase and brokerage products/services.
- Strong client engagement and communication skills.
- Revenue and target-oriented approach.
- Good understanding of trading and investment products.
- Ability to analyse client activity and identify revenue opportunities.
- Strong compliance orientation.
Mandatory NISM Certifications
- NISM Series V
- NISM Series VIII
- NISM Series XXV-A
(Candidates who do not currently possess the required certifications should be willing to obtain the certifications before joining, subject to applicable regulatory requirements.)
Interested Candidate may send in your resumes to manasi.s@sbicapsec.com or WhatsApp: 7736562628
Skills
Wealth ManagementEtfRevenue GenerationRevenueDealingManagementGenerationEquityInvestment ProductsReportingStockTradingWealth ManagementBrokingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
We are proud of our lineage. SBICAP Securities Ltd (SSL) is the broking arm of the State Bank Group and a wholly owned subsidiary of SBI Capital Markets Ltd. SSL commenced operations in the first quarter of the financial year of 2006-2007 with a view to providing primary and secondary capital market access to investors both within the Group as also in the wider public domain. SSL seeks to become a leading financial intermediary, having a diversified customer base, broad range product offerings and State-of- the-Art execution and servicing capabilities and believes that financial inclusion can be achieved in Capital markets through affordable institutionalized, professional set ups that bring transparency and reliability to the table. The Company currently has in its fold a wide segment of clients including Banks, Financial Institutions, FIIs, Mutual Funds, Corporates, High Networth Individuals, Non-Resident Indians and Retail domestic investors. Its broking product range covers Institutional and Retail Equity, Derivatives, Depository Participant services, On-Line trading and a wide variety of Third Party Distribution products.
Similar Jobs
View all
New Stock Market Trading Asset & Wealth Management roles in Bengaluru(Ulsoor).
One email a day. Unsubscribe any time.
