| Sr. No. |
Job Title |
Number of Positions |
Location |
Referral Amount |
Eligibility Criteria |
Key Responsibilities |
| 1 |
Sales Executive |
4 |
Kochi, Kollam, Thiruvananthapuram |
Rs.9000 |
- Graduate/Post-graduate
- 6 months to 3 years of work experience in any field, Sales, preferably from broking industry or any other financial industry
|
- Brokerage generation as per the target
- Hand-holding clients during initial phase
- Handling sales promotion activities from time to time
- Connecting with clients through calls or visiting them
- Understanding the investment requirements of clients
- Lead generation
|
| 2 |
Regional Investment Specialist- Super Trader |
1 |
Bengaluru |
Rs.15000 |
- MBA (Finance), BBA/BBM, BCom
- NISM-Series-V-A certification (Mutual Fund Distributors Certification Examination)
- Minimum 4-8 years of experience in investment sales
- Preferred Certified Financial Planner
|
- Supporting allotted regions for achieving sales target in investment products
- Managing assigned client base efficiently, through strong relationship skills
- Building client relationship through products distributed by the Super Trader Segment, such as mutual funds, PMS, InvesTiger, corporate FDs and other products introduced by the Segment from time to time
- Generate the prescribed count of new to Sharekhan customers
- Conduct investor awareness programmes for regions
|
| 3 |
Trader RM |
6 |
Bengaluru, Thiruvananthapuram |
Rs.15000 |
- Should have passed NISM-Series-8
- Should have a minimum of two years of experience as a dealer and of cross-selling investment products
|
- Achieving the business targets assigned in terms of generating revenue, acquiring clients, enhancing and upgrading the client relationships
- Profiling customers and suggesting to them the best financial products that meet their needs as per their risk appetite
- Ensuring the highest level of service to the clients
- Activating trading account of clients, helping the new entrants to the equity market understand the dynamics of the market
- Cross-selling products like insurance, mutual funds, PMS and SIPs to the existing set of customers.
|
| 4 |
Sales TM |
2 |
Bengaluru |
Rs.15000 |
- Graduate from any stream
- 8 to 10 years of work experience including minimum 4 years of experience in handling a team
|
- Client acquisition
- Brokerage generation as per the target
- Hand-holding clients during initial phase
- Handling sales promotion activities
- Achieving Sales team’s target from time to time
- Maintaining Sales MIS of the team and reporting it in a timely manner
- Designing and implementing a strategic business plan that expands company’s customer base and ensures its strong presence
|
| 5 |
Options Champion |
1 |
Bengaluru |
Rs.20000 |
- Any graduate/post-graduate with minimum 8+ years of experience
- Excellent knowledge of options, options strategies, algo platforms
- Ability to organise learning sessions for enhancing knowledge of Super Trader RMs of the branches assigned
- Certification in option trading strategies (optional)
|
- Ensure achievements of revenue targets for assigned zone in options
- Ensure achievements of market share and ADTO targets for assigned zone
- Drive ideas and strategies on options business in zone assigned and ensure 100% participation and achievement by assigned RMs of the zone
- Acquisition of 2 clients of Rs.50 crore ADTO per month by Option Champion
- Monthly reactivation of 2 clients of Rs.50 crore ADTO per RM
- Client enrollment for API in the zone per month (as per the decided targets in the respective months)
Customer & Network engagement:
- Engage with top clients of zones (meeting 20 clients per month/ daily 1 client) and support zonal team to retain them
- Conduct events every month as per agreed plan with Zonal Head and Segment Head and ensure he/she achieves stipulated events targets
|
