RM Trader

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

Qualifications

Skills Required

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