Equity Advisor /Quality Analyst For SBI Securities

Job Description

JOB PROFILE DepartmentDesignationRetail Sales QualityPosition in Company Reporting to: Zonal Head Reportees: Individual roleKey Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required Good communication and listening skills Confidence and Presentation skills Ability to explain information clearly and simply Convincing skills Essential Educational & Experience Qualification Qualification Needed: Graduation / MBA (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience: 2 Yrs + Experience in selling Financial Products Please note: This is not a field sales job. KPI Department Designation Retail Sales Quality Analyst Position in Company Reporting to: Zonal Head Reportees: Individual roleKPIParameters 40% NCB Client Activation . Definition of Quality Activation - Rs 500 brokerage per Client in a year . Regular updates to all stake holders on Quality Account Sourced by Sales team Being a strong link between the Sales and the Dealing team to ensure client mapping & . synergy meetings between internal teams with a objective to meet set targets Reactivation of stop trading clients . Achieving the Cluster Revenue target Check gaps and conduct quality training for the sales teams for time to time ..Monthly Five training . KPI Weightage Broking Revenue 45% NCB Client Activation 15 % Client Reactivation 10% Synergy meeting between different stake holders 20% Training for sales team - 10% Incentives On Achieving Cluster Broking Revenue ( Slabs to be decided ) Incentives on Quality activation . Incentive per account . INTERESTED CANDIDATES CAN GET IN TOUCH WITH ABIN (HR) 9486375824 abin.m5@sbicapsec.com