Relationship Manager

6 hours ago


Patna, India Anand Rathi Share and Stock Brokers Ltd Full time

```html 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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