Equity Dealer

• 
  JOB DESCRIPTION
  Business Development - Retail Department
  
  JOB PROFILE Relationship Manager Dealing
  
  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.

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
NISM (Mandatory)
Strong Product Knowledge

CRITICAL COMPETENCIES
1. Working with People & Influencing/ Interpersonal Skills
2. Task Accomplishment and Result Oriented/ Achievement Oriented:
3. Dependability & Sense Of Responsibility:
4. Coordination/Team Handling & Control / Team Player
5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
6. 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 client’s requirements and providing them requisite services.

Interested candidate drop your CV on

WhatsApp:9147159768

Mail ID:khilat.afreen@smcindiaonline.com