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


  • Below 30 Years