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........................................... SUB-BROKER Appointment ........................................... |
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Objective |
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To appoint more sub-brokers for Secondary Market (SM) operation & Demat services across tamil nadu initially, followed by southern and other parts of India. In the long run, they will all become “Total Financial Solutions Provider”, by rendering all services offered by Integrated & group companies |
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Products offered |
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To start with, they will be given SM & Demat services. Based on their performance & capacity, they will be offered other products of Integrated and our group company |
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Identification Criteria |
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The candidate should be in business of any trade |
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The candidate should be a graduate |
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The candidate should have knowledge of stock market and related activities |
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The candidate should have decent family back ground with good contacts |
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The candidate should have the necessary infrastructure according to our specification |
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The candidate should have adequate financial capacity to handle the business |
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The candidate should give two references |
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Selection Process |
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Marketing Team will visit and make a feasibility study |
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We will verify your infrastructure & other related aspects |
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We will demand for the security deposit of Rs. 50000/- on CSBS |
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We will insist for NOC from Building Owner for installation of VSAT |
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We will insist for a NCFM qualified candidate to handle the operation before commencement of business |
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Technical Team will visit and check whether the required infrastructure is met as per our specifications |
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The candidate should give two references |
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If the above is satisfied, then both parties will enter into an agreement for both SM & Demat services |
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Operation procedure |
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Training to all team members of sub-broker on Front & Back Office for SMD & Demat services |
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Training on PAN & Mutual Fund initially, followed by other products |
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Training on NCFM exam for other team members |
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One day on-job training for the team members on the terminal at chennai and also at our nearest branch to the sub-broker |
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Training on “Selling our Products” will be given to all the team members of sub-broker |
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Technical Support |
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Emails to all sub-brokers & their customers on research reports |
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SMS to all sub-brokers & their customers on daily tips |
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Periodic visits by our technical/system team for smooth functioning of their systems & other related things |
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Marketing Support |
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Applications & agreements will be supplied in sufficient quantity |
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Hand bills & brochures will be given periodically |
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Name Board will be given by us |
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Banners will be given by us as and when it is required |
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Printed stationery will be given by us |
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Investors’ meet will be organized as and when it is requested |
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Marketing Team will visit periodically for promotional activities |
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Other material & promotional support from time to time |
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