Wealth RM

Job Description

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 

(Nidhi Hr) 

Requirements
Mutual fund finance Insurance ( Health /Life)