Job description

Relationship Manager - Sales

JOB RESPONSIBILITIES

• Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments.
• Business/ Operational/ Functional/ Financial Perspective To accomplish his Account opening targets, set by the superiors. Generating leads through cold calling.
• Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients.

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.