Wealth RM

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

Interested candidate : please send me the Cv on given number

6299924341 (Nidhi Hr)