Business/ Operational/ Functional/ Financial Perspective ï· Acquire quality clients through networking, data base, market intelligence and references from existing clients. ï· Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing. ï· Generating Leads through cold calling and references. ï· Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. ï· Introduce new clients to Relationship Manager - Dealing for hassle free transactions and services. ï· Maintain records of business on internal software. ï· Conduct activities for Client Acquisition and Financial Planning. ï· Ensure compliance as per various regulator and organization guidelines. ï· Develop and maintain a long term relationship with customers to maintain a high level of retention of client base.
B. Internal/External Responsiveness ï· Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). ï· Customer/Client relationship Management.
C. Internal process Perspective ï· Compliance of Organization's philosophy, procedures and Policies.(0% violation of policies ). ï· MIS /Data Management (Protection & Confidentiality). ï· Liaison with various departments. ï· CRM usage.
D. Innovation & Learning Perspective ï· Updated Knowledge of latest market Trends/Policies of BSE/NSE etc. ï· New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars.
Salary: INR 1,00,000 - 4,00,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Retail Sales
Desired Candidate Profile
SMC Global Securities Ltd.
Recruiter Name:Ruby Sharma
Contact Company:SMC Global Securities Ltd.