HR at Swastika Investmart
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Swastika - Relationship Manager (1-5 yrs)
Job description
- Acquisition of new clients (Demat / trading A/Cs: Equity/Commodity / Currency).
- Selling Investment product like Demat A/c, Insurance.
- Maintaining client relationship.
- Providing prompt and quality broking services to clients and channel partner.
- Remain update about the latest investment products and market trend.
- To guide the client about the suitable investment / trading products as per clients profile.
- To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.
- To ensure the Revenue & Third party products target achievement.
Required Candidate profile :
- Should have knowledge of all financial products.
- Should be target oriented.
- Should have good communication, presentation and interpersonal skills.
- Should have good telemarketing skills.
- Should be self-initiative, pro-active.
- Should have the zeal to help clients in achieving their financial goals.
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