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Sales Relationship Manager
4 days ago
About the Profile: 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: #Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients.
Required Skills: Sales
Preferred Skills: Direct Sales
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Sales Relationship Manager
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Jaipur, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Profile: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...
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Sales Relationship Manager
5 days ago
jaipur, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Profile: 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...
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Sales Relationship Manager
5 days ago
Jaipur, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Profile: 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...
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▷ (Urgent) Sales Relationship Manager
3 days ago
Jaipur, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Profile: 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...
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