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