Roles & Responsibilities:
1. It is direct sales profile so candidate should be able to acquire quality base HNI clients through
networking, data base, market intelligence. And he/she should have maximum number of own
clients relationship and he/she should be aware of local market intelligence.
2. Promote Focus Product of the month
4. Maintain records of business on internal software CRM etc.
5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure
Products
6. Candidate should have experience from banking and broking industries and managing bank AUM
of HNI Clients.
📌 Privilege RM (Gujarat)
🏢 Anand Rathi
📍 Gujarat
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