Relationship Manager @ Reliance Securities

Job Description

JOB DESCRIPTION - Relationship Manager - Sales
Position Relationship Manager
Location
Branch
Reporting to
Cluster Head / Branch Head
Span of Control (Geog & Nos of
Reportees )
None
Specific Responsibilities Responsible for New Client Acquisition of trading
accounts.
Responsible for Meeting targets of Broking and TPP
revenues.
Responsible for Margin collections for trade both online
and through cheques/RTGS.
Ensuring Work on direct databases for activation /
reactivation / retention of clients.
Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold only
direct acquisitions (No distribution through remissers)

Specific Authorities No specified Authorities
Key Performance Indicators Revenue (Equity Broking-Online/Offline*+TPP Revenue)-Qtr
wise milestones(Rs) (40%)
New Client Acquisition - Broking accounts - Qtr wise
milestones(No) (15%)
Inactive clients activation-Qtr wise milestones(No) (15%)
Margin Collection-Qtr wise milestones(No) (10%)
Minimum TPP Revenue (LI/MY GOLD/SIP)-Qtr wise
milestones(No) (20%)
Internal Dealer / CSE / Equity Advisor
External Customers
Page 2 of 2 HR / Job Description / Ver 1.0 / 1st April 2010
APPLICANT PROFILE
Experience
1- 3 years
Technical Competencies /
Skills
NCFM Depository Preferred
NCFM Capital markets Preferred
NCFM Derivatives Preferred
AMFI- Preferred
Personal Attributes
Good Interpersonal skills
Good communication and convincing skills
Sound knowledge of market.
Fast learning ability
Formal Qualifications
MBA with specialisation Finance and Marketing-Preferred

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Keyskills:   marketing management sale