Posted: 1 week ago
0-5 years
Guwahati, Siliguri, Patna
BFSI (Operations & Lending)
work from office
Full Time
Closes 3 Jan 2027
Posted: 1 week ago
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Job Description
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Job Description
- JOB DESCRIPTION
- Business
- Development - Retail
- Department
- 2017
- JOB PROFILE Relationship Manager Dealing
- Relationship Manager - Dealing
- Reporting to
- Department
- Sales Manager/Branch Manager
- Business Development - Retail
- 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.
- To enhance profitability of the business by ensuring cross selling of other products of the
- organization like mutual funds, insurance, FD, IPO, PMS etc.
- B. Internal/External Responsiveness
- •
- •
- Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).
- Customer/Client relationship Management.
- C. Internal process Perspective
- •
- •
- •
- •
- Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ).
- MIS /Data Management (Protection & Confidentiality).
- Liaison with various departments.
- CRM usage.
- D. Innovation & Learning Perspective
- •
- •
- Updated Knowledge of latest market Trends/Policies of BSE/NSE etc.
- New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/
- Participation in Emp. Centric Org. Activities/ Surveys/ Seminars.
- QUALIFICATION
- Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
- the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
- might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
- right to change the same as per Business requirements without any prior intimation.
- Any Graduate/Post Graduate with 2-3 years of relevant work experience within the same industry type
- I.T SKILLS
- •
- Extremely fluent with MS office, especially MS Excel.
- •
- Strong working knowledge of the CRM software.
- SPECIFIC SKILLS
- •
- NCFM (Mandatory)
- •
- Strong Product Knowledge
- CRITICAL COMPETENCIES
- 1. Working with People & Influencing/ Interpersonal Skills
- 2. Task Accomplishment and Result Oriented/ Achievement Oriented:
- 3. Dependability & Sense Of Responsibility:
- 4. Coordination/Team Handling & Control / Team Player
- 5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
- 6. IT Skills /Communication Skills
- Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
- the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
- might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
- right to change the same as per Business requirements without any prior intimation.
- 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.
- Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
- the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
- might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
- right to change the same as per Business requirements without any prior intimation.
Skills
DealingEquityStock MarketBrokingMarketingTradingFinancial ServicesManagementSalesClient AcquisitionConfirmationAcquisitionCrm SoftwareClient RelationshipCross SellingTradingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Established in 1990, SMC is a diversified financial services company in India offering brokerage services across the asset classes of equities (cash and derivatives), commodities and currency, investment banking, wealth management, distribution of third party financial products, research, financing, depository services, insurance broking (life & non-life), clearing services, mortgage advisory and real estate advisory services to corporates, institutions, high net worth individuals and other retail clients.
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