Deputy Manager at CG Consulting
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Relationship Manager/Senior Relationship Manager - Sales - BFSI (2-4 yrs)
Job Title : Relationship Manager Dealing / Senior Relationship Manager Dealing
Department Equity Dealing
Work Condition Working Day - Monday to Friday
Working Time - 8.30 am to 5:30 pm
Reporting Structure Functional Administrative
Branch Manager
Purpose of this role
- To generate high revenues for the organization through various channels.
Principal Accountabilities
As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.
Job Description :
- Execute the orders on behalf of clients.
- Confirmation of trade done by EOD.
- Ensure the volume of trade is higher & clients trade frequently.
- Promoting research calls to increase volume & frequently.
- Daily processing & confirmation of trades.
- Punch orders for clients on NSE/ BSE terminals.
- Monitor client exposure limits.
- Solving queries of the customers.
- Drive focus on generating new business/client base
- Responsible to ensure all activities are in adherence as per Compliance framework.
- Accelerating client base. 3rd party products sales (MF, Insurance, SIP, PMS etc)
Job Specification
- Good communication (verbal and written) skills
- Ability to speak in local language and English
- Graduate from recognized university or college
- Strong product knowledge and understanding of capital market
- Minimum of 1 year experience in Equity broking
- Holds latest certificates from NISM (Equity)
- Understanding of local market and captive client base
- Should have basic computer knowledge of using email, Microsoft office and etc.
Interview Process
- HR Interview
- Business Interview
- Candidate coming for interview must carry following documents on the day of interview (photocopies only)
- Last 3 months salary, Copy of Appointment letter or latest revision letter and Graduation certificate/ final mark sheet.
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