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Relationship Manager - Dealing

0.00 to 5.00 Years   Surat, Vadodara, Ahmedabad   12 Jun, 2022
SMC Global Securities Ltd
Job LocationSurat, Vadodara, Ahmedabad
EducationNot Mentioned
SalaryRs 1.0 - 3.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    JOB RESPONSIBILITIES:Responsible 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 Perspective:
    • Execute 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.
    • To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc.
    B. Internal/External Responsiveness:
    • Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).
    • Customer/Client relationship Management.
    C. Internal process Perspective:
    • Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ).
    • MIS /Data Management (Protection & Confidentiality).
    • Liaison with various departments.
    • CRM usage.
    D. Innovation & Learning Perspective:
    • Updated Knowledge of latest market Trends/Policies of BSE/NSE etc.
    • New initiatives/ Processes/ Ensure training (self) as organized by Organizations L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars.
    QUALIFICATION:Any Graduate/Post Graduate with 2-3 years of relevant work experience within the same industry typeI.T SKILLS :
    • Extremely fluent with MS office, especially MS Excel.
    • Strong working knowledge of the CRM software.
    SPECIFIC SKILLS:
    • NCFM (Mandatory)
    • Strong Product Knowledge
    CRITICAL COMPETENCIES :
    1. Working with People & Influencing/ Interpersonal Skill
    2. Task Accomplishment and Result Oriented/ Achievement Oriented
    3. Dependability & Sense Of Responsibility
    4. Coordination/Team Handling & Control / Team Player
    5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
    6. IT Skills /Communication Skills
    MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS)1. Revenue Generation through:
    • Reactivation
    • Portfolio Management
    • Mutual Funds
    • Client Acquisition
    • Brokerage
    2. Client Retention3. Adherence to compliance4. Customer Relationship Management5. Reactivation %6. Cross Selling Contribution7. Accuracy & Timeliness in maintenance of MIS8. Accuracy & Timeliness updating data on CRM software9. Effectively mapping clients requirements and providing them requisite services

Keyskills :
relationshipequitydealingdealertrader

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