Privilege Relationship Manager

AnandRathi; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

AnandRathi in Bengaluru is seeking candidates for a direct sales role focused on client acquisition and relationship management. The successful candidate will be responsible for promoting the focus product of the month, maintaining records on internal CRM software, and acquiring privilege clients to sell mutual funds, insurance, PMS, and structured products.

Candidates should possess strong networking skills and have knowledge of the local market to effectively perform in this position.

Responsibilities

• Acquire quality base clients through networking and market intelligence.
• Maintain relationships with personal clients and understand local market.
• Promote the focus product of the month.
• Record business activities on internal CRM software.
• Acquire privilege clients and sell various financial products.

Job description

Role & responsibilities

• It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
• He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
• Promote Focus Product of the month
• Maintain records of business on internal software CRM etc.
• Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products