KEY RESPONSIBILITIES :-
Strong Knowledge:- Wealth Product, PMS (Mutual Fund, SIP, Bond, Unlisted Share, Insurance, AIF)
Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share.
Drive cross-selling & upselling of financial products to HNI clients.
Achieve sales and revenue targets for each branch.
Branch Operations & Compliance Ensure seamless branch operations with a focus on customer experience and efficiency.
Implement and monitor SOPs for key processes like account opening & trade execution.
Ensure compliance with SEBI and exchange regulations.
Customer Relationship & Retention Enhance client retention and AUM through engagement strategies.
Offer personalized wealth management solutions. Oversee Relationship Managers to ensure top-tier client service
Keyskills: Team Handling Relationship Building
Swastika Investmart LTD 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 is promoted by Mr. Sunil Nyati belonging to the Swastika group of R...