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 new 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:
Positive Communication and leadership skill.
Quick 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

Advantages

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

+91-XXXXXXXXXX (Nidhi Hr)

graduate

📌 Wealth Rm Patna
🏢 Shivam Stock Broking
📍 Patna