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.
Ideal Candidate:
- 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.
Required Candidate Profile
1. Education : Graduate (Min)
2. Experience: Sales experience of 3yr (Min) in Demat sales
3. One with a pleasant personality and good communication skill.
4. One with experience in Team leading
Please mail your resume on roshni.soni@swastika.co.in
You can wattsapp your profile on 8866468954 for immediate revert or you can visit
Plot No.224 Smrati tower 2nd floor Above adhar Seva Kendra MP Nagar Zone 1 bhopal