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Relationship Manager

Swastika Investmart

Full Time

Job Description

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.


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.

  • Should have relevant exp (Broking or Advisory) Min 1 yr

Job Role :

Relationship Manager

Industry :


Qualification Required :


Experience Required :

0 - 3 Years

Location :


Gender Preference :


Required Skills :

Relationship Manager

Job Detail:

Job Timing :

9:30 am - 6:30pm | Monday to Saturday

Interview Details :

11:00 am - 4:00pm | Monday to Saturday

Employer Contact Details:

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Job Summary
  • Location


  • Job Type

    Full Time

  • Salary

    ₹25000- ₹35000

  • Date Posted

    17 July,2023