सेल्स को-ऑर्डिनेटर

PCG should have client Acquisitions and Client based experienced Starting from 2 Years’ Experience Having HNI and Ultra HNI experience.

Location : 3RD Floor, 301, A Wing Cello Triump ,I B Patel Road ,Opp. Laghu Udyog ,Goregaon East Mumbai 400063

Key Responsibilities:

1. Client-Focused Trading & Execution

· Operate trading platforms for BSE, NSE, MCX, NCDEX (Equity-F&O, Commodities, and Currency segments) and execute orders per client instructions.

· Ensure accurate and timely documentation, including KYC and profiling of new clients.

· Manage the entire trading process, ensuring the efficient execution of transactions in equities, IPOs, and related products.

· Participate in daily research calls, updating clients with in-house research recommendations, and cautioning them against positional risks as per risk and research guidelines.

2. Compliance & Process Adherence

· Strictly follow the Deal Desk process and ensure compliance with risk management protocols, surveillance, and legal guidelines.

· Manage client accounts while maintaining the confidentiality and security of their investments.

· Adhere to all SEBI mandates and ensure pre-orders and confirmations are managed in line with regulations.

· Regularly monitor client margins and ensure that debits are collected on time to safeguard against potential financial risks.

3. Client Relationship Management

· Ensure that new clients are active within 7 days of account opening and receive seamless service from onboarding to trade execution.

· Facilitate the migration of clients to online trading platforms through demos and ongoing support, encouraging the use of mobile and web applications.

· Build long-term relationships with clients by following up on inactive/dormant accounts, enhancing their confidence in the trading process.

· Act as a single point of contact for client inquiries, providing prompt resolutions and ensuring high levels of trust and satisfaction.

4. Cross-Selling and Financial Advisory

· Participate in training sessions for a wide range of third-party products, including mutual funds, insurance, and loans.

· Identify and understand client financial needs, offering tailored advice and generating leads for cross-selling opportunities.

· Leverage ABC products and services to activate dormant accounts and create new business opportunities.

5. Risk Mitigation & Surveillance

· Ensure adherence to all risk management protocols, including the surveillance of trading activity, trade confirmations, and margin management.

· Implement mitigation strategies during market mishaps, ensuring minimal risk exposure for clients and the firm.

· Maintain a close watch on client positions to avoid unauthorized trades, and ensure trades are validated through end-of-day confirmations.

· Ensure proper mapping of equity advisor terminals to the respective advisor’s ID, and maintain awareness of the employee code of conduct.

Key Result Areas:

· Efficient Trade Execution: Seamless handling of client trades across platforms and compliance with regulatory requirements.

· Client Onboarding & Engagement: High conversion rate of new accounts into active traders within the first week, with continuous engagement of dormant clients.

· Cross-Selling Success: Effective cross-selling of financial products based on client needs, contributing to overall business growth.

· Risk and Compliance Management: Adherence to surveillance, legal, and compliance guidelines, minimizing financial risks and ensuring smooth operations.

Selection Criteria’s:

· Minimum 2 Years’ experience is Mandatory

· Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.

· Currently managing or interested in Client Acquisition (sales)

· Should have completed 10+2+3 years of education (Mandate)

· 35 Age for PCG

· CTC range – 3 Lakhs to 9 Lakhs (Depends on Experience and Potential of the candidate) -PCG Role

· NISM 8 certification – Equity Derivatives mandatory

· Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.

· Building relationships with the client & educating them about Investments.

· Responsible for achieving brokerage.

· New Client Acquisition

· Executing Trades Orders

• इस फुल टाइम सेल्स / बिज़नेस डेवलपमेंट Job में 2 - 3 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस सेल्स को-ऑर्डिनेटर Job के बारे में अधिक जानकारी

1. इस सेल्स को-ऑर्डिनेटर Job के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 2 - 3 वर्षो का अनुभव होना चाहिए।
2. मैं इस Job की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹25000 - ₹40000 प्रति महीने के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह मुंबई में एक फुल टाइम Job है।
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   Ans: इस सेल्स को-ऑर्डिनेटर Job के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस सेल्स को-ऑर्डिनेटर Job के लिए आवेदन करते समय या इस Job को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
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   Ans: नहीं, यह Job घर से ऑनलाइन नहीं किया जा सकता है।
6. इस सेल्स को-ऑर्डिनेटर Job के लिए कितनी रिक्तियां हैं?
   Ans: THE OMNIJOBS में तत्काल सेल्स को-ऑर्डिनेटर के लिए 5 रिक्तियां हैं!
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   Ans: इस सेल्स को-ऑर्डिनेटर Job में टाइमिंग 10:00 AM - 07:00 PM है।