Posted:5 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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About the Company

https://anandrathi.com/

About the Role

The Privilege Relationship Manager is a financial professional 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.

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.

Qualifications

  • Graduate or Post Graduate.

Required Skills

  • (0-1 year minimum) Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients.

Preferred Skills

  • NA

Pay range and compensation package

  • Negotiable

Equal Opportunity Statement

We are committed to diversity and inclusivity.

Recruiter Details

9123840494

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