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 recent 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

(phone hidden) (Nidhi Hr)

📌 Wealth RM (Patna)
🏢 Shivam Stock Broking
📍 Patna