Privilege Relationship Manager

AnandRathi; Lucknow; On-site; INR 250,000 - 450,000; Full time

Job summary

AnandRathi in Lucknow is seeking a direct sales professional to build and manage a quality client base through networking, data gathering, and local market intelligence. The role focuses on acquiring base clients and promoting Focus Product of the month while maintaining accurate records in the CRM.

The candidate should be capable of acquiring privilege clients and selling financial products such as mutual funds, insurance, PMS, and structured products, with experience in stock broking or wealth

Qualifications

• Direct sales profile required with ability to acquire quality base clients through networking, data gathering and market intelligence.
• Experience in building and maintaining a large client base and awareness of local market intelligence is preferred.
• Experience in selling financial products and cross-selling across product lines is desirable.

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

Skills

Client acquisition

Networking

Market intelligence

Product promotion

Tools

CRM

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

Preferred candidate profile

• Candidates with experience in stock broking ,wealth management, financial services or investment advisory will be preferred