Associate / Deputy Manager – Financial Advisor

Achiievers Equities Ltd

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 : Any Bachelor Degree

Role : Financial Advisor

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India