Relationship Officer

0 - 5 years

1 - 4 Lacs

Posted:1 month ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate,

About SMC

SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX).

Website: http://www.smcindiaonline.com

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 client

    by converting leads.

khilat.afreen@smcindiaonline.com

or WhatsApp at 9147159768

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SMC Global Securities logo
SMC Global Securities

Financial Services

New Delhi

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