Regional Investment Specialist (Trader IS), Bangalore

Job Description:

Preferred Certified Financial Planner

Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs.

Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell (MF) business in from Super Trader RM in those branches.

Investment Expert will be a key member of the team and would be involved in supporting Trader RM
and branches to achieve Cluster`s Segment Targets for offered Investment Products. He/she will
also be responsible for increasing client share of wallet through cross-selling thus ensuring
achievement of own and Branch Targets. Investment Expert to act as point of contact for cross-
selling for entire region allotted.

Manage assigned client base efficiently, through strong relationship skills
? Deepen the client relationship through products distributed by Super Trader Segment such
as Mutual Fund, PMS, InvesTiger, Corporate FDs and other products introduced by team
from time to time etc.
? Interact with the team members to maximise business opportunity, via leads and client
referrals
? Achieve atleast the prescribed minimum sales productivity every month
? Generate the prescribed new to sharekhan customers
? Conduct investor awareness programs for regions/cluster
? Conduct timely trainings for RM of assigned region.
? Constant efforts on direct databases for activation / reactivation / retention of clients.
? Client retention by reviewing needs of clients, proposing solutions and working out win-win
deals whenever required.
? To ensure the desired NPS score is achieved.

By achieving assigned region segment cross selling targets on monthly basis.
? By achieveing NES LS targets from assigned clients
? By taking additional responsibilies in the event of absentism of fellow colleagues