Wealth RM

Job Title : RM(RELATIONSHIP MANAGER) - WEALTH

 About company :Shivam Stock Broking Company is an Authorized Regional Business Partner of Mirae 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:

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

Benefits

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