Customer Relationship Executive Job in Kolkata at Sharekhan Ltd

Performance Evaluation Category

Performance Objectives

Indicative Weightages

Key Performance Indicators (KPIs)

Trading Activity 35%

Maintain minimum monthly activity of 30% for 2020 acquired Equity Clients and ensure that 50% of these new clients are traded at year end, Maintain monthly activity of 10% for clients acquired in and before 2019 in Eq

Reactivation 

15% Activate 50 clients from Inactive in current year Basket each month (inactive means 6 months inactive). If Client is not traded or inactive in equity for more than 6 months but gets activated in MF/SIP for first time, it will be counted as Reactive, Ensure reactivation such that at year end we have 30% UT clients from among mapped clientsRevenue 25% Generate Brokerage Revenue from all segments of min Rs 1 lakh per CRE and achieve YOY growth of 20% as a target, Within above , generate New Rev equivalent to 1 time CTC pm, Total revenue should have 10% revenue from commodity+Currency

Business Improvement 10% Identify 2 customers pm for RM service. Client should have Asset equal to or > 1 lakh or ARPU equal to or > 800 . HNI poduct Sales will count too.

Client Acquisition 10% Refer 2 leads pm to Sales from Client referrals each month or open 2 accounts pm

MF 5% SIP of 25k pm as given by MF team, Achieve 10% client penetration from mapped clients

BNP Paribas has over 160 years of presence in India and is active in 75 countries. Sharekhan has over 4000 employees and is present in 584 cities through 153 branches, more than 3040 business partners. The company has 19 lakh clients and on an average, executes more than 6 lakh trades per day. It was acquired by BNP Paribas in Nov’16.