Privilege Relationship Manager

Job Description

SUMMARY:The Privilege Relationship Manager is a financial expert who acts as a primary contact for high-net-worth individuals and clients. Their key responsibility is to offer tailored financial services and investment guidance that align with the specific needs and objectives of clients. This role goes beyond traditional stock trading, involving comprehensive wealth management and financial planning to help clients make informed decisions, grow their wealth, and achieve financial success.PRIMARY JOB RESPONSIBILITIES:
• This is a direct sales role, where the candidate will be responsible for acquiring quality clients through networking, leveraging databases, and market intelligence.
• The candidate should aim to build and maintain strong relationships with a substantial client base, with knowledge of local market trends.
• Promote the product focus for the month.
• Maintain business records using internal CRM software.
• The role requires the acquisition of privileged clients and the ability to sell products like Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products.
EXPERIENCE REQUIRED:A minimum of 1 year of experience in the banking or broking industry, with a track record of managing the banks AUM (Assets Under Management) for privileged clients.

Keyskills :
mutual fundsdmatpms