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Looking for Relationship Manager Sales

1.00 to 4.00 Years   Jaipur   30 Aug, 2024
Anand Rathi Financial Services Limited
Job LocationJaipur
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBroking
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Role/Profile- Privilege Relationship ManagerThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning.Roles and Responsibilities: 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence3. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure ProductsEligibility Criteria: 1. Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients2. Graduate or Post GraduateInterested Candidates can share their profile at hidden_email/hidden_mobile

Keyskills :
equity salesdematfundrelationshipsalesdirect salesequity brokingmanager

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