Equity Dealer
6 days ago
JOB PROFILE
DepartmentDesignationRetail Sales QualityPosition in Company
Reporting to: Zonal Head
Reportees: Individual roleKey Deliverables / Accountabilities Responsibilities
- Responsible to map clients internally as per the assigned quality parameters.
- Responsible to analyze New Client Quality .
- Being a strong link between the Sales and the Dealing team to ensure client activation & mapping .
- Responsible to Track stop trades & formulate strategy for activation .
- Responsible to drive Quality Activation in the region
- Conducting synergy meetings between internal teams with a objective to meet set targets
- Check gaps and conduct quality training for the sales teams for time to time and report to Management
- Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.
Competencies Required
- Good communication and listening skills
- Confidence and Presentation skills
- Ability to explain information clearly and simply
- Convincing skills
Essential Educational & Experience Qualification
Qualification Needed: Graduation / MBA
(Relevant Experience of Field, Suitable qualification will be preferred)
Relevant Experience: 2 Yrs + Experience in selling Financial Products
Please note: This is not a field sales job.
KPI
Department Designation Retail Sales Quality Analyst Position in Company
Reporting to: Zonal Head
Reportees: Individual roleKPIParameters
- 40% NCB Client Activation . Definition of Quality Activation - Rs 500 brokerage per Client in a year .
- Regular updates to all stake holders on Quality Account Sourced by Sales team
- Being a strong link between the Sales and the Dealing team to ensure client mapping & . synergy meetings between internal teams with a objective to meet set targets
- Reactivation of stop trading clients .
- Achieving the Cluster Revenue target
- Check gaps and conduct quality training for the sales teams for time to time ..Monthly Five training .
KPI Weightage
- Broking Revenue 45%
- NCB Client Activation 15 %
- Client Reactivation 10%
Synergy meeting between different stake holders 20%
Training for sales team - 10%
Incentives
- On Achieving Cluster Broking Revenue ( Slabs to be decided )
- Incentives on Quality activation . Incentive per account .
INTERESTED CANDIDATES CAN GET IN TOUCH WITH
ABIN (HR)
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