Sales Co-ordinator

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

• It is a Full Time Sales / Business Development job for candidates with 2 - 3 years of experience.

More about this Sales Co-ordinator job

1. What is the eligibility criteria to apply for this Sales Co-ordinator job?
   Ans: The candidate should be Graduate and above and above with 2 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹40000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Sales Co-ordinator job?
   Ans: This Sales Co-ordinator job will have 6 working days.
4. Are there any charges applicable while applying or joining this Sales Co-ordinator job?
   Ans: No, there is no fee applicable for applying this Sales Co-ordinator job and during the employment with the company, i.e., THE OMNIJOBS.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Sales Co-ordinator role?
   Ans: There is an immediate opening of 5 Sales Co-ordinator at THE OMNIJOBS
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Sales Co-ordinator job?
   Ans: This Sales Co-ordinator job has 10:00 AM - 07:00 PM timing.