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2 SMC Global Securities Equity Advisor Jobs

Equity Advisor

0-5 years

₹ 1.5 - 3.5L/yr

Bhubaneswar, Raigarh, Bhilai Nagar

10 vacancies

Equity Advisor

SMC Global Securities

posted 20d ago

Job Role Insights

Fixed timing

Job Description

JOB DESCRIPTION

Business Development - Retail


JOB PROFILE

Relationship Manager Dealing


Job Responsibilities:


  1. 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.


2. 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 ï‚• Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). Customer/Client relationship Management.


C. Internal process Perspective ï‚• Compliance of Organization€™s philosophy, procedures and Policies.(0% violation of policies ). MIS /Data Management (Protection & Confidentiality). Liaison with various departments. CRM usage.


D. Innovation & Learning Perspective ï‚• 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.


NISM (Mandatory)

MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS)

1. Revenue Generation through:

ï‚• Reactivation

ï‚• Portfolio Management

ï‚• Mutual Funds

ï‚• Client Acquisition

ï‚• 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€™s requirements and providing them requisite services.




Interested candidates drop your CV on:
WhatsApp: 9147159769

Mail ID: debalinasaha@smcindiaonline.com








Employment Type: Full Time, Permanent

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What Equity Advisor at SMC Global Securities are saying

3.3
 Rating based on 3 Equity Advisor reviews

Likes

Good for other background person to get job.

Dislikes

Working culture is not good. Everyone want to be boss.

  • Salary - Bad
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Read 3 Equity Advisor reviews

Equity Advisor salary at SMC Global Securities

reported by 6 employees
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₹2.4 L/yr - ₹3.5 L/yr
14% less than the average Equity Advisor Salary in India
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What SMC Global Securities employees are saying about work life

based on 503 employees
66%
36%
47%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

SMC Global Securities Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Cafeteria +6 more
View more benefits

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SMC Global Securities Kol Office Locations

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Kol Office
18, Rabindra Sarani, Gate No.4 5th Floor, Poddar Court, Tiretti, Kolkata, West Bengal 700001, India Kol
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Kol Office
16, 2nd Floor, Room No., 9, India Exchange Pl Rd, Murgighata, B.B.D. Bagh, Kolkata, West Bengal 700001, India Kol
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