RM Trader

Relationship Manager - Trader

Key Responsibilities

• Client Account Activation & Onboarding

  : Responsible for the

  activation of trading accounts for clients

  , and actively

  assisting new entrants in the equity market

  to understand its dynamics.

• Cross-selling & Product Diversification

  : Drive revenue by

  cross-selling products

  such as Insurance, Mutual Funds, PMS (Portfolio Management Services), SIPs (Systematic Investment Plans), IPOs, etc., to the existing customer base.

• HNI Client Management

  : Capable of

  handling HNI (High Net Worth Individual) clients

  , providing tailored advice and services.

• Daily Trade Coordination

  :

  Coordinate with clients for their daily trades in Equity

  , ensuring smooth and efficient execution.

• Trade Execution Support

  :

  Help customers to execute trades online

  and

  place orders on behalf of customers

  , providing necessary guidance and support.

• Revenue & Profitability Balance

  : Strive to

  achieve healthy revenues without compromising on the clients profitability

  , maintaining a balance between sales goals and client interests.

• Trade Confirmation

  : Ensure timely

  confirmation of orders and trades done during the day to clients

  .

• Market Advising

  :

  Advise clients with requisite information regarding the market condition

  , helping them make informed trading decisions.

• New Client Acquisition

  : Actively acquire

  new clients through existing client's referrals

  , leveraging strong client relationships.

• Client Activation & Retention

  : Focus on

  activating inactive clients through regular follow-up

  and ensuring high client retention through consistent engagement.

• Query Resolution

  : Regularly

  follow up with clients and handle their queries

  promptly and effectively.

Skills

• Proficiency in

  trading account activation

  .
• Strong knowledge of

  equity market dynamics

  and ability to assist new entrants.
• Expertise in

  cross-selling diverse financial products

  (Insurance, Mutual Fund, PMS, SIPs, IPOs).
• Experience in

  handling HNI clients

  .
• Skilled in

  coordinating daily equity trades

  and

  placing orders on behalf of clients

  .
• Ability to

  help customers execute trades online

  .
• Adept at

  achieving healthy revenues while prioritizing client profitability

  .
• Excellent communication for

  confirming orders/trades

  and

  advising on market conditions

  .
• Strong capabilities in

  acquiring new clients through referrals

  and

  activating inactive clients

  .
• Consistent in

  client follow-up and query handling

  .

Qualifications

• Proven experience as an RM Trader or a similar role in the financial services/broking industry.
• Demonstrable track record of client activation, cross-selling, and revenue generation.
• Strong understanding of equity markets and various financial products.
• Excellent client relationship management and communication skills.