Job Description

Relationship Manager 

Stock Market Experience is advantage/ Freshers can apply with knowledge of broking Industry

Key Responsibilities: 1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency).
2. Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance.
3. Holding & participating in events for lead generation activities.
4. Maintaining client relationship.
5. Providing prompt and quality broking services to clients and channel partner.
6. Remain update about the latest investment products and market trend.
7. To guide the client about the suitable investment / trading products as per clients profile.
8. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.
9. To ensure the Revenue & Third party products target achievement.
 

Required Skills: 1. Should have depth knowledge of all financial products.
2. Should be target oriented.
3. Should have good communication, presentation and interpersonal skills.
4. Should have good telemarketing skills.
5. Should be self-initiative.
6. Remain updated about the present market scenario and financial market products and trends.
7. Should have the zeal to help clients in achieving their financial goals.
 

Please Share your resume on neha.chaturvedi@swastika.co.in. for Immediate Response. Contact us on 8826580204

Skills Required: Finance,Life Insurance,Broking,Equity Dealing,Mutual Funds,Demat,Third Party Products,Relationship Manager,HNI Client Handling,Investment Products