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Branch Manager & Relationship Manager

Bangalore, Karnataka

Swastika Investmart Limited

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 Skills: 1. Should have depth knowledge of all financial products.
2. Should have good communication, interpersonal and presentation skills.
3. Should have good team handling and leadership skills.
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 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.

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.). It was promoted by Mr. Sunil Nyati belonging to the Swastika group of Rajasthan, engaged in diversified business since 1959.   Read full description

Additional Information

Last updated:
08/03/2019
Job type:
Full time
Position type:
Permanent
Vacancies:
10
Minimum experience:
Two years
Education:
Compulsory Education
Salary range:
₹ 2,50,000 - ₹ 6,00,000 / Yearly (Gross Pay)
Category:
Jobs in Banking / Financial Services , Jobs in Sales / Business Development
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