Relationship manager Full-time

Swastika Investmart Ltd

Posted By : Swastika Investmart Ltd

Bhopal, Madhya Pradesh (10)

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 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.

Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Communications and Media
  • Complex Problem Solving
  • Computers and Electronics
  • Coordination
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Education and Training
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Instructing
  • Judgment and Decision Making
  • Learning Strategies
  • Management of Personnel Resources
  • Mathematical Reasoning
  • Mathematics
  • Monitoring
  • Near Vision
  • Negotiation
  • Number Facility
  • Oral Comprehension
  • Oral Expression
  • Originality
  • Personnel and Human Resources
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Writing
  • Written Comprehension
  • Written Expression

Any Graduate