Privilege Relationship Manager

Job Description

JOB DESCRIPTION
• Role/Profile Privilege Relationship Manager
• Job Title/ Designation Executive/Assistant Manager/ Deputy Manager
• Company Profile https://anandrathi.com/
• CTC range Negotiable
• LocationKolkata
• SUMMARY: -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
• PRIMARY 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 Required Graduate or Post Graduate
• Other Details/ Mandatory Certification NA
• Reporting toSales Manager/Area Sales Manager
• Team Handling/ Playing Captain No
• HR Details - hidden_email

Keyskills :
b2c salesdirect salesdemat accountshni salesmutual fundshni acquisition