Job Purpose:
Looking for an experienced RM cum Dealer.
Requirements:
Qualification: BBA or B Com graduate, NCFM certification preferred
Experience: 0 to 2 years in broking and financial institution in dealing and risk management
CTC: Based on candidates experience and merits
Location: Ahmedabad
Responsibilities:
Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc.
Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc.
To provide client service and engagement at 360 degree levels.
Required to develop and execute customize events like Canopy, customer awareness seminar, outdoor marketing activities etc.
Providing branch operational supports.
Developing healthy relationship with sub-brokers and doing intervention with them as per supervisors advice.
All mass file downloading, reading of research report and limit opening for some special clients
Trading activity, dormant client follow up, some prospective client follow up.
Trade confirmation
Business development, new acquisition, service call, marketing activity etc.
Reporting to branch manager, any other service activity or follow up work for business development.
Skills:
Proficient knowledge of MS Excel, PowerPoint, Word software.
Excellent written and verbal communication skills.
Problem Solving or Analysis skill.
Should be Accurate and responsible
Personality:
Careful and diligent even meticulous with a good dose of common sense
Efficient, effective and organized in both the physical and digital words
Modestly confident and also personable, good humored and trustworthy
Informal but 100% professional while respecting traditional courtesy and good manners.