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

• 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.