Equity Advisor

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 client’s requirements and providing them requisite services.

Interested candidates drop your CV on:

WhatsApp: 9147159769

Mail ID: debalinasaha@smcindiaonline.com