Job Title : RM(RELATIONSHIP MANAGER) - WEALTH

About company :Shivam Stock Broking Company is an Authorized Regional Business Partner of Mire Asset Sharekhan.

Primary Responsibility :

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Sale/up sale Wealth products to existing and new clients.
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It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence
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Promote Focus Product of the Month, Additional Incentive plans ongoing
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Maintain records of business and activities on CRM provided to them.
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Provide clients with advice on financial products, services, and investments.

Requirements

PERSONAL skills:

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Good Communication and leadership skill.
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Fast learner & Adaptive, Complete Learning modules time to time as available in LMS.
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A background in finance, banking, or a similar field is often preferred

Preferred candidate profile

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Candidate should have 2 Year in banking or financial wealth product industries and managing bank AUM of Privilege Clients

Advantages

Advantage

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Attractive & transparent incentive plan
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Travel reimbursement as per actual
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Two Saturdays off in a month

SALARY & PACKAGE

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Salary from 40 to 50k + Performance incentive

Interested candidate : please send me the Cv on given number

+91-XXXXXXXXXX (Nidhi Hr)

graduate

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