Equity Dealer

JOB PROFILE : Relationship Manager Dealing

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.

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.

debalinasaha@smcindiaonline.com