Careers
Dealing Executive
1 OpeningKolkata
Job Description & Key Roles
- Attend all inbound calls & Maintain Call Abandon Rate
- Placing orders without errors and trade confirmation for all orders placed instantly
- Making outbound calls post market for campaigns for client meeting, new acquisition, collect fresh cheque, reactivation
- Call all new A/Cs mapped after account opening (Direct / AP Client) for handholding, Now Installation Guidance, Dealing Desk Support, Self introduction – within 48 hours of account mapping
- Quarterly attrition should not be > 10% i.e. clients not trading for 90 days should not be > 10%
- “Monthly Active Ratio (over 2 trades in a month) of clients mapped to each dealer should be min 70%
- Resolving issues and providing correct information to clients / Coordination with Back office and internal departments
- Pass / Timely Renew NCFM Certifications on time before sitting in dealing terminal
- Viability should be 12 times of CTC
- “To meet and manage top 50 Customer personally if in Kolkata or else over phone. Along with tracking and growing revenues, profitability of these clients
- Accounts per month from client reference > 2
- Responsible for cross selling products like Insurance, Mutual funds, SIPs, IPO & Inline-MF etc to the existing set of customers
Required Skill Set
- NCFM Certification preferred
- Proper appearance & attire expected
- Timely Attendance should be maintained
- Work Station should be properly managed
- Respect to Hierarchy and co-ordination with co-worker are expected
Age
- Below 30 Years
