Roles and Responsibilities
- 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.
Desired 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.
Freshers with good communication skill are welcomed
Please mail your resume on Roshni.soni@swastika.co.in
You can whatsapp your profile on 8866468954 for immediate revert
you can directly walk in at below location
Plot No.224 Smriti tower 2nd floor Above adhar Seva Kendra MP Nagar Zone 1 bhopal