Wealth RM

Shivam Stock Broking Company - Mirae Asset Sharekhan; Patna; In loco; INR 446.000 - 558.000; Tempo pieno

Vantaggi offerti da questo lavoro

Two Saturdays off in a month

Travel reimbursement

Attractive incentive plan

Descrizione del lavoro

Shivam Stock Broking Company - Mirae Asset Sharekhan is seeking a Relationship Manager for Wealth to drive sales of wealth products to existing and new clients in Patna. The role emphasizes direct sales, client acquisition, and CRM maintenance, with a focus on promoting monthly product incentives and client advisory services.

The candidate should have a background in finance or banking, with about two years in wealth products and managing privileged client relationships.

Competenze

• 2 years in banking or financial wealth product industries.
• Experience managing AUM of privileged clients.

Mansioni

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

Conoscenze

Good communication

Leadership

Fast learner

Formazione

Finance/banking background

Descrizione del lavoro

Job Title

RM(RELATIONSHIP MANAGER) - WEALTH

About company

Shivam Stock Broking Company is an Authorized Regional Business Partner of Mire Asset Sharekhan.

Primary Responsibility

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

Requirements

PERSONAL skills

• Good Communication and leadership skill.
• 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

Preferred candidate profile

• Candidate should have 2 Year in banking or financial wealth product industries and managing bank AUM of Privilege Clients

Benefits

Advantage

• Attractive & transparent incentive plan
• Travel reimbursement as per actual
• Two Saturdays off in a month

SALARY & PACKAGE

• Salary from 40 to 50k + Performance incentive