Limited/NISM - 5A (Mutual Funds)/CRE

1 day ago

Jalgaon Nagpur Pune, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise.

Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education.

Job Title : Customer relationship executive

AREA OF RESPONSIBILITY:

As a CRE, your primary responsibility is reactivation of clients mainitain activity of legacy as well as new clients and responsible for the generate revenune from DPMS map clients. And to grow the mutual fund business along with other finacial products within Sharekhan by cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization through referrals.

MAIN RESPONSIBILITIES:

your primary responsibility is reactivation of clients mainitain activity of legacy as well as new clients and responsible for the generate revenune from DPMS map clients

TO GUARANTEE:

  • Responsible for increase client acitivity, reactivation, revenue and engage clients in to corss selling assets of mutual fund, LAS, EMF, education courses.

TO CONTRIBUTE:

  • Add new to SK customers through referrals

REQUIRED QUALIFICATIONS:

  • Graduate in any stream with basic knowledge of financial markets

Essential Functional Skills/Competencies

PeRSONAL skills:

  • Strong communication & written skills
  • Fluency in local language is an added advantage
  • Excellent interpersonal skills and must be a team player
  • Must be process oriented and must be willing to learn and adapt
  • Highly self motivated

Key Performance Indicators (KPI)

Performance Evaluation CategoryPerformance ObjectivesIndicative WeightagesKey Performance Indicators (KPIs)Trading Activity 35%Maintain minimum monthly activity of 30% for 2020 acquired Equity Clients and ensure that 50% of these new clients are traded at year end, Maintain monthly activity of 10% for clients acquired in and before 2019 in Equity Reactivation 15%Activate 50 clients from Inactive in current year Basket each month (inactive means 6 months inactive). If Client is not traded or inactive in equity for more than 6 months but gets activated in MF/SIP for first time, it will be counted as Reactive, Ensure reactivation such that at year end we have 30% UT clients from among mapped clients

Revenue

25%Generate Brokerage Revenue from all segments of min Rs 1 lakh per CRE and achieve YOY growth of 20% as a target, Within above , generate New Rev equivalent to 1 time CTC pm, Total revenue should have 10% revenue from commodity+Currency

Business Improvement 10%Identify 2 customers pm for RM service. Client should have Asset equal to or > 1 lakh or ARPU equal to or > 800 . HNI poduct Sales will count too.

Client Acquisition 10%Refer 2 leads pm to Sales from Client referrals each month or open 2 accounts pm

MF 5%SIP of 25k pm as given by MF team, Achieve 10% client penetration from mapped clients

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