Relationship Manager - Dealing
- SMC Global Securities
- 0 to 5 Yrs
- Ahmedabad
- 3 years ago
- Email to a friend
- Report this job
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 Organization's 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 type
I.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 :
- Working with People & Influencing/ Interpersonal Skill
- Task Accomplishment and Result Oriented/ Achievement Oriented
- Dependability & Sense Of Responsibility
- Coordination/Team Handling & Control / Team Player
- Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
- 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 Retention
3. Adherence to compliance
4. Customer Relationship Management
5. Reactivation %
6. Cross Selling Contribution
7. Accuracy & Timeliness in maintenance of MIS
8. Accuracy & Timeliness updating data on CRM software
9. Effectively mapping clients requirements and providing them requisite services
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager - Dealing
Contact Details:
Company: SMC Global SecuritiesLocation(s): Ahmedabad
Keyskills: relationship equity dealing dealer trader manager
SMC Global Securities
SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financia...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in