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RM Trader

RM Trader

ConfidentialDelhi
30+ days ago
Job description

We are seeking a dynamic and client-focused Relationship Manager - Trader to join our client's team through Acme Services . This pivotal role is responsible for activating trading accounts, guiding new entrants in the equity market, and driving cross-selling efforts across a diverse range of financial products. The ideal candidate will possess strong trading acumen, exceptional client relationship management skills, and a commitment to both client profitability and revenue generation.

Key Responsibilities

  • Client Account Activation & Onboarding : Responsible for the activation of trading accounts for clients , and actively assisting new entrants in the equity market to understand its dynamics.
  • Cross-selling & Product Diversification : Drive revenue by cross-selling products such as Insurance, Mutual Funds, PMS (Portfolio Management Services), SIPs (Systematic Investment Plans), IPOs, etc., to the existing customer base.
  • HNI Client Management : Capable of handling HNI (High Net Worth Individual) clients , providing tailored advice and services.
  • Daily Trade Coordination : Coordinate with clients for their daily trades in Equity , ensuring smooth and efficient execution.
  • Trade Execution Support : Help customers to execute trades online and place orders on behalf of customers , providing necessary guidance and support.
  • Revenue & Profitability Balance : Strive to achieve healthy revenues without compromising on the clients' profitability , maintaining a balance between sales goals and client interests.
  • Trade Confirmation : Ensure timely confirmation of orders and trades done during the day to clients .
  • Market Advising : Advise clients with requisite information regarding the market condition , helping them make informed trading decisions.
  • New Client Acquisition : Actively acquire new clients through existing client's referrals , leveraging strong client relationships.
  • Client Activation & Retention : Focus on activating inactive clients through regular follow-up and ensuring high client retention through consistent engagement.
  • Query Resolution : Regularly follow up with clients and handle their queries promptly and effectively.

Skills

  • Proficiency in trading account activation .
  • Strong knowledge of equity market dynamics and ability to assist new entrants.
  • Expertise in cross-selling diverse financial products (Insurance, Mutual Fund, PMS, SIPs, IPOs).
  • Experience in handling HNI clients .
  • Skilled in coordinating daily equity trades and placing orders on behalf of clients .
  • Ability to help customers execute trades online .
  • Adept at achieving healthy revenues while prioritizing client profitability .
  • Excellent communication for confirming orders / trades and advising on market conditions .
  • Strong capabilities in acquiring new clients through referrals and activating inactive clients .
  • Consistent in client follow-up and query handling .

    • Qualifications

  • Proven experience as an RM Trader or a similar role in the financial services / broking industry.
  • Demonstrable track record of client activation, cross-selling, and revenue generation.
  • Strong understanding of equity markets and various financial products.
  • Excellent client relationship management and communication skills.

    • Skills Required

    Onboarding, Client Management, Trade Execution, Client Acquisition, Query Resolution, Account Services

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