(RMs - Super Trader)

Responsibilities

Direct Responsibilities

• Active Client servicing revenue-: 15% growth in Mapped Revenue or 10times of CTC which ever is higher.
• Converting Potential Super Trader to Super Trader-: Monthly 2 clients and 20% Incremental revenue.
• Acquire 4 new clients per month and generate 20000 new revenue.
• Cross sell:- MF LS:- 6.5 lakhs per month SIP:-15000 per month and Incremental Loans (EMF and LAS)
• Insurance:- Target as and when introduced.
• NPS score-30 and CSAT- 80%

Technical & Behavioural Competencies

Basic knowledge of computer, MS-Office

Specific Qualifications (if required)

NA

Skills Referential

Behavioural Skills: (Please select up to 4 skills)

Ability to collaborate / Teamwork

Client focused

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Transversal Skills:(Please select up to 5 skills)

Analytical Ability

Ability to develop others & improve their skills

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Education Level:

Experience Level

Other/Specific Requirements (if any)

NA

Key Performance Indicators (KPI)

Performance Evaluation Category

Performance Objectives

Indicative Weightages

Key Performance Indicators (KPIs)

Revenue

Active Clients servicing revenue

New acquisition

Commodity and Currency revenue

70%

15% growth in mapped brokerage or 10 times of CTC whichever is higher.

Converting 2 potential clients to super trader and 20000 incremental revenue per month

New client acquisition 4 per month and new revenue 20000 per month.

Commodity and currency revenue 0.5 times of CTC.

Cross Sell

MF- LS

MF SIP

EMF/LAS

Insurance

20%

LS(Net Equalised)- 6.5 lakhs per month

SIP(Incremental)- 15000 per month

Incremental Loans 7.5 lakhs per month average utilisation.

NPS Score

NPS score and CSAT

10%

NPS score-30

CSAT:- 80%