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Requirement for RM - Dealer

0.00 to 3.00 Years   Kolkata   04 Jun, 2022
Job LocationKolkata
EducationNot Mentioned
SalaryRs 2.0 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Relationship Manager - SalesJOB RESPONSIBILITIESResponsible for meeting the targets of Online/Offline Demat and Trading account in various segments.Business/ Operational/ Functional/ Financial Perspective To accomplish his Account opening targets, set by the superiors. Generating leads through cold calling.Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients.Relationship Manager - DealingJOB RESPONSIBILITIESResponsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.Business/ Operational/ Functional/ Financial PerspectiveExecute the orders on behalf of clients by doing pre-trade post-trade confirmation.Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.Responsible to ensure all activities are in adherence as per Compliance.Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.Responsible for reactivation of dormant clients.Ensure growth in clientele by converting leads.Email Id - hidden_emailContact No. - hidden_mobile

Keyskills :
tradingcommoditysalesequity brokingodindealingbrokeragecross selling

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