Wealth RM (Patna)

01 Aug

Important Company of the Sector

Patna

01 Aug

Important Company of the Sector

Patna

Job Title : RM(RELATIONSHIP
MANAGER) - WEALTH

About company :Shivam Stock
Broking Company is an Authorized Regional Business
Partner of Mirae 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.

· Rapid 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