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)

Gerekli beceriler

Wealth Product SalesUpselling and Cross-sellingClient Acquisition and NetworkingRelationship ManagementFinancial Advisory and Investment AdviceCRM Data Entry and Record KeepingMarket Intelligence and ProspectingCommunication SkillsLeadershipLearning Agility and LMS ComplianceBanking and Finance KnowledgeAUM/Portfolio Management for Privileged ClientsDirect Sales and Target-driven SellingProduct Promotion and Campaign Execution

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