Privilege Relationship Manager

AnandRathi; West Bengal; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Anand Rathi Shares & Stock Brokers in Kolkata is seeking an AM/DM/Manager to drive direct sales, build a strong client base and leverage market intelligence.

The role involves managing privilege clients, promoting focused products, and recording business activity in the internal CRM while selling MF, Insurance, PMS and structured products.

Qualifications

• Direct sales profile with ability to acquire quality base clients.
• Experience in banking and broking industries with bank AUM management.
• Strong local market intelligence and client networking skills.

Responsibilities

• Acquire quality base clients through networking, databases and market intelligence.
• Maintain records of business on internal software CRM.
• Promote Focus Product of the month and drive product sales.
• Sell MF, Insurance, PMS and structured products to clients.

Skills

Client acquisition

CRM usage

Networking

Market intelligence

Client relationship management

Tools

CRM software

Job description

Organisation - Anand Rathi Shares & Stock Brokers

Designation - AM/DM/Manager

Location - Kolkata

CTC - Competitive

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

Candidate should have 3 Years in banking and broking industries and managing bank AUM of Privilege Clients