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Relationship Manager - Dealing @ SMC Global Securities

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 Relationship Manager - Dealing

Job Description

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.

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.

QUALIFICATION:

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:

  • NCFM (Mandatory)
  • Strong Product Knowledge

CRITICAL COMPETENCIES :

  1. Working with People & Influencing/ Interpersonal Skill
  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 clients requirements and providing them requisite services

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager - Dealing

Contact Details:

Company: SMC Global Securities
Location(s): Ahmedabad

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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...