Equity Market Specialist

7 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,000 - ₹ 28,00,000
Relationship Manager Trader Job Description

We are seeking a highly skilled and client-focused Relationship Manager - Trader to join our team. This pivotal role is responsible for activating trading accounts, guiding new entrants in the equity market, and driving cross-selling efforts across a diverse range of financial products.

The ideal candidate will possess strong trading acumen, exceptional client relationship management skills, and a commitment to both client profitability and revenue generation.

Key Responsibilities:
  • Client Account Activation & Onboarding: Responsible for the activation of trading accounts for clients, and actively assisting new entrants in the equity market to understand its dynamics.
  • Cross-selling & Product Diversification: Drive revenue by cross-selling products such as insurance, mutual funds, portfolio management services, systematic investment plans, initial public offerings, etc., to the existing customer base.
  • HNI Client Management: Capable of handling HNI (High Net Worth Individual) clients, providing tailored advice and services.
  • Daily Trade Coordination: Coordinate with clients for their daily trades in Equity, ensuring smooth and efficient execution.
  • Trade Execution Support: Help customers to execute trades online and place orders on behalf of customers, providing necessary guidance and support.
  • Revenue & Profitability Balance: Strive to achieve healthy revenues without compromising on the clients' profitability, maintaining a balance between sales goals and client interests.
  • Trade Confirmation: Ensure timely confirmation of orders and trades done during the day to clients.
  • Market Advising: Advise clients with requisite information regarding the market condition, helping them make informed trading decisions.
  • New Client Acquisition: Actively acquire new clients through existing client referrals, leveraging strong client relationships.
  • Client Activation & Retention: Focus on activating inactive clients through regular follow-up and ensuring high client retention through consistent engagement.
Required Skills and Qualifications:
  • Proficiency in trading account activation.
  • Strong knowledge of equity market dynamics and ability to assist new entrants.
  • Expertise in cross-selling diverse financial products (insurance, mutual fund, portfolio management service, systematic investment plan, initial public offering).
  • Experience in handling HNI clients.
  • Skilled in coordinating daily equity trades and placing orders on behalf of clients.
  • Ability to help customers execute trades online.
  • Adept at achieving healthy revenues while prioritizing client profitability.
  • Excellent communication for confirming orders/trades and advising on market conditions.
  • Strong capabilities in acquiring new clients through referrals and activating inactive clients.
  • Consistent in client follow-up and query handling.
Qualifications:
  • Proven experience as an RM Trader or a similar role in the financial services/broking industry.
  • Demonstrable track record of client activation, cross-selling, and revenue generation.
  • Strong understanding of equity markets and various financial products.
  • Excellent client relationship management and communication skills.

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