Sales Manager

Overview

The role calls for a graduate possessing the NISM Series VIII certification with at least one year of experience in equity broking. The candidate will execute client orders, promote research insights, manage client portfolios, drive distribution of wealth management products, and ensure all compliance measures are met.

Key Responsibilities

• Carry out trade orders on behalf of clients on NSE/BSE platforms.
• Increase trading volumes and frequency among existing clients.
• Promote and communicate research calls to enhance client trading activity.
• Maintain a high activation ratio and a substantial number of trading clients.
• Advise clients on investment strategies tailored to their needs.
• Drive distribution of various wealth products, including mutual funds, portfolio management services, insurance, bonds, corporate fixed deposits, and non-convertible debentures.
• Monitor client exposure limits to manage risk effectively.
• Address client queries related to the market and investment scenarios promptly.
• Expand the client base by generating new business opportunities.
• Ensure all operations follow the compliance framework strictly.

Candidate Profile

• Excellent oral and written communication skills.
• Proficiency in the local language for effective client interaction.
• Graduated from an accredited university or college.
• Strong understanding of capital markets and product knowledge within this domain.
• Minimum one year of work experience in equity broking.
• Current NISM Series VIII certification mandatory.
• Familiarity with the local market and existing client base.
• Basic computer proficiency, including email handling and Microsoft Office usage.