Privilege Relationship Manager

5 days ago


Kolkata, West Bengal, India AnandRathi Full time ₹ 6,00,000 - ₹ 12,00,000 per year

JOB DESCRIPTION

Role/ProfilePrivilege Relationship ManagerJob Title/ DesignationExecutive/Assistant Manager/ Deputy ManagerCompany CTC rangeNegotiableLocationPatnaSUMMARY: -

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 planningPRIMARY JOB 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 EXPERIENCE REQUIRED (0-1 year minimum)Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients Qualification RequiredGraduate or Post GraduateOther Details/ Mandatory CertificationNAReporting toBranch ManagerTeam Handling/ Playing CaptainNoRecruiter Details



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