Relationship Manager - Sales SMC Global Securities

About SMC Global Securities

Job Description

Job Responsibilities Responsible for meetings the targets of Online/offline Demat and trading account in various segments. Business/ Operational/Functional/ Financial Perspective ToaccomplishhisAccountopeningtargets,setbythesuperiors. Generatingleadsthrough coldcalling. Accomplishingmeetingtargets,assetbySuperiors. Analyzing & increasing the client database and finding out the potential Clients- based on theirpriority level of the Client, fixing meetings with the seniors with the help of database, personalreferences&networking. CollectionofMarginsfromtheClients. SelfanalyzingthemarketaswellascompilingthedatareceivedfromtheResearchAnalysisTeamandupdatingtheCustomersaccordingly. PreparingadailyMISofnumberofcallsmadeandmeetingsconductandsendingthemtothesalesmanageraswellasBusinessHeadinCRM. Lookingintotheavenuesfortappingbulk accounts. Identifyingthenon-tradingaccountsandpushthemfortrading. ProvidingbetterservicestotheClientsandrequestthemforreferences. AbilitytoinfluenceprospectiveClientsandconvertleadsintoSalesaswellasconvincingthemtoinvestmore. VisitingBankbranches assigned MaintainingcordialrelationswiththeBankstaff GettingtheBank(Tiedup)DematandSavingsAccountopened. AcquiringmoreandmoreClientswith highnetworthforgettingincreasedrevenues. Lookingintocorporatedeals and findingoutmoremass attractionavenues. Toenhanceprofitabilityofthebusinessbyensuringcrosssellingofotherproductsoftheorganization like MutualfundSIP,MyCom/MyStockSIPetc CustomerPerspective Responsibleforpromotingpositiverelationshipswiththeclients. Coordinating withtheclients regarding his/her stockandfundwithdrawal. Handlingclientquerieseitheronphoneorbyvisitingthempersonally. Abilityto handleallkindsofclientsascustomerreactionsvariesfrompersontoperson. InternalProcessPerspective PreparingDSRinCRMonregularbasis andprovidingacopyforthesametotheSalesManagerorBranchHead Gettingalltheclientledgerssignedfromtheclientsasconfirmationanddulysignedandverified&acceptedbytheCompliancedepartmentregularlyaswellasatthetimeofexit. ReviewingthedailyreportsoftheSubordinates. AssistthesubordinateswheneverneededandinstillTeamspiritamongsttheTeam. Coordinatingwithseniorsforthesalestargets Responsible togenerate &maintain theexclusive databaseofhis/her clients. Innovation&LearningPerspective Keeping abreast with the current market trends along with the customer behavior and competitor analysis. Enhancing interpersonal, selling Skills, presentation skills, and personal ongoing development. Should undergo departmental induction trainings. Ensures to attend the training sessions organized by Learning & Development division (HR) as per companys Learning & Development policy and should also undergo for various skills enhancement trainings. QUALIFICATION RelationshipOfficer Graduate with0-1yearsofrelevantworkexperiencewithinthesameindustry. SPECIFICSKILLS NISM & various modules CORECOMPETENCIES Achievement Oriented Problem Solving Responsiveness to clients /Persuasiveness Communication (Oral & Written) Presentation skills Time Management Skills Initiative Ability to work under stress Pleasing Personality People Oriented/Interpersonal Skills MEASURES OFSUCCESS/KRAS (KEY RESPONSIBILITY AREAS) AccomplishmentofAccountopeningtargets,setbythesuperiors CateringtotheClientsrequirementandsolvingtheirgrievances IdentifyingpotentialClientsforcrackingdeals. Accuracy&TimelinessinmaintenanceofMIS Accuracy&TimelinessinprovidingregularDSR Leadgenerationbycold calling Effectivelymappingclientsrequirementsandproviding themrequisiteservices. EnsureDailySalesReportsinCRMsoftware.,