Associate / Deputy Manager Financial Advisor

• 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% . 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

• Experience

  1 - 2 Years

• No. of Openings

  02

• Education

  Graduate

• Role

  Financial Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office