Relationship Manager-Dealing

JOB PROFILE

Relationship Manager - Dealing

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.

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.

Interested candidates forward your CV at debosmita.banik@smcindiaonline.com

or WhatsApp at 9147159769