HR Manager at Fortune Human Capital Pvt. Ltd.
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Relationship Manager - Stock Broking Firm (1-6 yrs)
Hiring Relationship Manager for a leading stocking broking co.
Position: Relationship Manager - Sales
Location: Mumbai Suburb/ Navi Mumbai
Reporting to: Cluster Head / Branch Head
Experience: 1- 3 years
Specific Responsibilities
- Responsible for New Client Acquisition of trading accounts.
- Responsible for Meeting targets of Broking and TPP revenues.
- Responsible for Margin collections for trade both online and through cheques/RTGS.
- Ensuring Work on direct databases for activation / reactivation / retention of clients.
- Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold - only direct acquisitions (No distribution through remissers)
Key Performance Indicators
- Revenue (Equity Broking-Online/Offline- +TPP Revenue)-Qtr. wise milestones (Rs) (40%)
- New Client Acquisition - Broking accounts - Qtr. wise milestones (No) (15%)
- Inactive clients activation-Qtr wise milestones(No) (15%).
- Margin Collection-Qtr wise milestones(No) (10%)
- Minimum TPP Revenue (LI/MY GOLD/SIP)-Qtr wise milestones(No) (20%)
Internal :Dealer / CSE / Equity Advisor
External: Customers
Technical Competencies /Skills
- NCFM Depository - Preferred
- NCFM - Capital markets - Preferred
- NCFM - Derivatives - Preferred
- AMFI- Preferred
APPLICANT PROFILE
- Personal Attributes
- Good Interpersonal skills
- Good communication and convincing skills
- Sound knowledge of market.
- Fast learning ability
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