SUMMARY: -

The Privilege Relationship Manager is a financial skilled 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

PRIMARY JOB RESPONSIBILITIES

- It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
- He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
- Promote Focus Product of the month
- Maintain records of business on internal software CRM etc.
- Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

EXPERIENCE REQUIRED (1year minimum)

Candidate should have 2 Year in broking and broking industries and managing bank AUM of Privilege Clients

📌 Relationship Manager (Vijayawada)
🏢 ANANDRATHI
📍 Vijayawada