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Job Opportunity: Branch Manager & Relationship Manager:Swastika Investmart Limited

Job description:

Branch Manager & Relationship Manager

Dehradun, Uttarakhand

Swastika Investmart Limited



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Job Description

BRANCH MANAGER-

Key Responsibilities: 1. Responsible to manage sales and expansion of Equity, Distribution business & broking activities.
2. Leading a Sales team of relationship managers and generating revenue through your team across all the products (Equity, Currency, Forex, Commodities, Wealth Management, Distribution Business through Retail / HNI Clients).
3. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations.

Required expertise: 1. Should have depth expertise of all financial products.
2. Should have good communication, interpersonal and presentation expertise.
3. Should have good team handling and leadership abilities expertise.
4. Must be able to manage and run branch as a profit center.
5. Should be target oriented.
6. Must follow compliances and be punctual in submission of MIS reports.
7. Should be able to review and monitor the performance of team on regular basis.
8. Should be self initiative.
9. Should remain updated about the present market scenario and financial market products and trends.
10. Should have zeal to help clients in achieving their financial goals.

RELATIONSHIP MANAGER-

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 appropriate 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 expertise: 1. Should have depth expertise of all financial products.
2. Should be target oriented.
3. Should have good communication, presentation and interpersonal expertise.
4. Should have good telemarketing expertise.
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.

Company Description

Swastika Investmart Ltd. (Formerly known as Swastika Fin-Lease Ltd.), a Public Limited... Company, was incorporated in 1992 with its Registered Office in Mumbai and Administrative office at Indore (M.P.). Information technology was promoted by Mr. Sunil Nyati belonging to the Swastika group of Rajasthan, engaged in diversified business since 1959.  

Additional Information

Last updated:
. 07/01/2019
Employment Type:
. Full time
Employment type:
. Permanent
Vacancies:
. 10
Minimum practice:
. Two years
suitable education
. Compulsory Education
income range:
. ₹ 2,50,000 - ₹ 6,00,000 / Yearly (Gross Pay)
Job Category:
. Jobs in Sales / Business Development

Skills:

Job Category:  [ View All Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Dehradun Uttarakhand
Address: Dehradun
Company Type Employer
Post Date: 01/07/2019 / Viewed 2 times
Contact Information
Company: Swastika Investmart Limited


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