Senior Relationship Manager - Equities (6-17 yrs)

Key Responsibilities

- The primary role will be to act as an interface with Bank clients for their trading and execution needs and aimed at addressing their equity and related needs. The role is to execute orders on the registered Stock Exchanges on behalf of the company's customers while ensuring ease of transaction and adherence to policy guidelines.

- Also, it entails close interaction with the Private Bank team.

- Contribute to strategy design by providing relevant insights and market information.

- Support the execution of the strategy by leading and participating in key projects.

- Maintaining a good rapport with the customer.

- Receive and place orders in the trading system ensuring adherence to customer authentication norms.

- Strive for a 100% error free record of dealing.

- Adhere in letter and spirit to the Do's and Don'ts for dealers rolled out by the compliance dept.

- Attend to customer queries and complaints in a professional manner and in accordance with the policy on complaint management.

- Generate revenue from customers through constant interaction and information dissemination of the markets and house views.

- Work closely with the Broking Head on sales strategy and improvement of quality and service standards.

- Cross-sell or pass leads for customer's ancillary requirements.

- Maintain customer data confidentiality.

- Maintain a professional atmosphere in the dealing room.

- Handle all the responsibilities including compliance, risk, administration and customer complaints of the branch/es.

- Manage region's profitability.

Qualifications:

- Master's degree preferably in Finance from a reputed university

- The candidate must be a highly motivated and seasoned professional with strong experience and knowledge of equities, derivatives & MTF products and strategies.

- At least 6-8 years of solid sales / dealing experience in the financial services sector with a proven track record and a portable client base. Out of this, at-least 3-4 years should be in prior broking firm.

- Strong interpersonal, communication and presentation abilities.

- Good balance of technical competency and financial knowledge.