Wealth RM
Job Summary
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
Required Skills:
Mutual fund finance Insurance ( Health /Life)
Required Education:
graduate