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16/03 Chander
Partner at Crest Solution

Views:87 Applications:2 Rec. Actions:Recruiter Actions:0

Area Manager - Sales - Equity Broking House (5-7 yrs)

Delhi/NCR Job Code: 4567

5 to 7 years of sales experience in Equity Broking House out of which last 3 years should be as Area Manager or equivalent

Business Related Responsibilities:

- Customer Acquisition & Retention

- Targeting HNI and Corporate clients for the branch

- Marketing & Business Development activities by organizing stalls in malls, corporate presentations,

- Campus presentations, LMS etc.

- Morning meetings and discussions with staff

- Review of Performance based on various parameters i.e. Monthly review - Revenue per employee,

- Weekly review-volumes, brokerage, client registrations, etc. (Product wise)

- Competitors information gathering

- Organizing regular Investor meets to increase client base and maintaining relationship.

- Regular follow up and updation of Lead Management System.

- Compliance management (refer to the Guidelines for Compliance Management )

Operations Related Responsibilities :

- Monitoring activities like payin/payouts/customer grievance on daily basis.

- Manage Risk by regular monitoring of clients positions, training dealers to avoid trade errors and timely

- Collection from debtors.

- Ensure quick process of the applications for account opening by avoiding rejections. Checking and

- Verification of Off market/Closing cum transfer request.

- Opening procedure) Follow up with HO departments on rejections / Updations of client documents.

HR Related Responsibilities :

- Maintaining discipline in the Branch and adhering to HR Policies. (Ref. Employee manual)

- Welcoming and training the new staffs

- Communicating to employees important matters concerning the Company and its Policies

- Ensure upkeep of all statutory documents and registers. ( Ref. Branch Operation Manual - Files and

- registers to be kept at the branches)

- Training programmes for staff (Product related/ Communication Skills/Day-to-day Operations/ market overview/ latest updates/company research reports/important circulars, Risk Management &

- Compliance)

- Team motivation and grievance

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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