Equity Dealer

SMC Global Securities; Kamrup Metropolitan, Kolkata District, Deoghar; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SMC Global Securities in India is seeking a Relationship Manager Dealing in Retail to execute trades for clients and provide ongoing investment insights. You will reactivate dormant accounts and work to build a robust client base while delivering timely, accurate trade confirmations.

The role emphasizes maintaining long-term client relationships, supporting the sales team, and ensuring strict compliance. You will actively promote brokerage and other products to enhance profitability.

Responsibilities

• Trading on behalf of clients and providing insights and investment advice.
• Reactivate dormant clients and generate new business.
• Execute orders with pre- and post-trade confirmations.
• Maintain long-term relationships to improve client retention.
• Support Relationship Managers—Sales to enhance business.
• Ensure all activities comply with regulatory requirements.
• Cross-sell products such as mutual funds, insurance, IPOs, PMS, etc.

Job description

JOB DESCRIPTION : Business Development - Retail Department

JOB PROFILE - 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 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.

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.