Maintaining a good rapport with the customer.
Receive and place orders in the trading system ensuring adherence to customer authentication norms.
Strive for a 100% error free record of dealing.
Adhere in letter and spirit to the Do's and Don'ts for RMs rolled out by the compliance dept.
Attend to customer queries and complaints in a professional manner and in accordance with the policy on complaint management.
Generate revenue from customers through constant interaction and information dissemination of the markets and house views.
Work closely with the RM and BM on sales strategy and improvement of quality and service standards.
Cross-sell or pass leads for customer's ancillary requirements through the RM.
Maintain customer data confidentiality.
Maintain a professional atmosphere in the dealing room.
Graduate with 2 years of experience as a RM in reputed securities company with strong customer service management, NCFM depository module, BCCD certification (any one of them) and good communication skills in local as well as in English and Hindi mandatory.