Wealth RM

Zoho; Patna; On-site; INR 446,000 - 558,000; Full time

Benefits offered by this job

Two Saturdays off in a month

Job summary

Shivam Stock Broking Company in Bihar, Patna, seeks a Relationship Manager - Wealth to drive sales of wealth products and build a quality client base. This is a direct sales role requiring networking and financial acumen.

Responsibilities include advising clients on investments, maintaining CRM records, and promoting monthly wealth products with incentive plans. Two Saturdays off monthly are offered.

Qualifications

• Strong communication and leadership skills required.
• Fast learner and adaptable; complete LMS modules as available.
• Background in finance, banking, or related field preferred.

Responsibilities

• Sell/up-sell wealth products to existing and new clients.
• Acquire quality base clients via networking, data base and market intelligence.
• Promote Focus Product of the Month and ongoing incentive plans.
• Maintain records of business and activities on CRM.
• Provide clients with advice on financial products, services, and investments.

Skills

Communication

Leadership

Fast learner

Adaptive

Education

Finance or Banking background

Job description

Shivam Stock Broking Company | Full time

We SHIVAM STOCK BROKING is a complete system of modern investment,where you get tailored investment options for all your investmentneeds. With our experts, you can easily assess the market and planyour investments, through Direct Equities, Mutual Funds, currencycommodities, and all types of insurances. With the support of ourexpert experienced for more than 25 years, we have establishedourselves successfully in more than 20 cities of Bihar with 80 locations.

Job Description

Job Title : RM(RELATIONSHIPMANAGER) - WEALTH

About company

Shivam StockBroking Company is an Authorized Regional BusinessPartner of Mire Asset Sharekhan.

Primary Responsibility :

• Sale/up sale Wealth products to existing and new clients.
• It isdirect sales profile so candidates should be able to acquire quality baseclients through networking, data base and market intelligence
• PromoteFocus Product of the Month, Additional Incentive plans ongoing
• Maintainrecords of business and activities on CRM provided to them.
• Provideclients with advice on financial products, services, and investments.

Requirements

• Good Communication and leadershipskill.
• Fast learner & Adaptive,Complete Learning modules time to time as available in LMS.
• A background in finance, banking,or a similar field is often preferred

Preferredcandidate profile

• Candidateshould have 2 Year in bankingor financial wealth product industries and managing bank AUM ofPrivilege Clients

Advantage

• Two Saturdays off in a month

Salary &PACKAGE

• Salary from 40 to 50k + Performance incentive