Relationship Manager - Sales
- SMC Global Securities
- 1 to 4 Yrs
- Multi-City, India
- 4 years ago
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Job Description
Dear Candidate ,
Business Development - Retail Department
JOB DESCRIPTION
These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
right to change the same as per Business requirements without any prior intimation.
B u s i n e s s D e v e l o p m e n t - R e t a i l
JOB PROFILE Relationship Manager Sales Relationship Manager - Sales Reporting to Sales Manager/Branch Manager Department
Business Development - Retail
JOB RESPONSIBILITIES
Responsible for revenue generation via introducing new clients by dealing in equity/Mutual Funds/Franchising.
Business/ Operational/ Functional/ Financial Perspective
Acquire quality clients through networking, data base, market intelligence and references from existing clients.
Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing.
Generating Leads through cold calling and references.
Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
Introduce new clients to Relationship Manager Dealing for hassle free transactions and services.
Maintain records of business on internal software.
Conduct activities for Client Acquisition and Financial Planning.
Ensure compliance as per various regulator and organization guidelines.
Develop and maintain a long term relationship with customers to maintain a high level of retention of client base.
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.
Please mail your resume at se*******i@sm***********e.com
Employement Category:
Employement Type: Full timeIndustry: Broking
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager - Sales
Contact Details:
Company: SMC Global SecuritiesLocation(s): Multi-City, India
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SMC Global Securities
SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financia...
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