సేల్స్ కో-ఆర్డినేటర్

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 అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 2 - 3 years of experience.

సేల్స్ కో-ఆర్డినేటర్ job గురించి మరింత

1. సేల్స్ కో-ఆర్డినేటర్ jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 2 - 3 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹25000 - ₹40000 నెలకుని మీరు ఆశించవచ్చు. ఇది ముంబైలో Full Time Job.
3. సేల్స్ కో-ఆర్డినేటర్ job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ సేల్స్ కో-ఆర్డినేటర్ jobకు 6 working days ఉంటాయి.
4. ఈ సేల్స్ కో-ఆర్డినేటర్ jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ సేల్స్ కో-ఆర్డినేటర్ jobకు కంపెనీలో ఉదాహరణకు, THE OMNIJOBSలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ సేల్స్ కో-ఆర్డినేటర్ రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: THE OMNIJOBS వద్ద 5 సేల్స్ కో-ఆర్డినేటర్ ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ సేల్స్ కో-ఆర్డినేటర్ Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ సేల్స్ కో-ఆర్డినేటర్ jobకు 10:00 AM - 07:00 PM టైమింగ్ ఉంటుంది.