Relationship Manager

Job Title : RM(RELATIONSHIP MANAGER) - WEALTH

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

PRIMARY RESPONSIBILITY:

·        Sale/upsale 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.

PeRSONAL skills:

·        Good Communication and leadership skill.

·        Fast 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 1 Year in banking or financial wealth product industries and managing bank AUM of Privilege Clients

Advantage

·        Attractive & transperent incentive plan

·        Travel reimbursement as per actual

·        Two Saturdays off in a month

SALARY & PACKAGE

·        Salary from 30 to 45k  + Performance incentive