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Wealth RM

Job Description - Wealth RM

Job Title : RM(RELATIONSHIP
MANAGER) - WEALTH

 About company :Shivam Stock
Broking Company is 
an Authorized Regional Business
Partner of Mirae Asset Sharekhan.

 

Primary ReSPONSIBILITY:

·         Sale/up sale
Wealth products to existing and new clients.

·         It is
direct sales profile so candidates should be able to acquire quality base
clients through networking, data base and market intelligence

·         Promote
Focus Product of the Month, Additional Incentive plans ongoing

·         Maintain
records of business and activities on CRM provided to them.

·         Provide
clients with advice on financial products, services, and investments.

 



Requirements

PERSONAL skills:

·         Good Communication and leadership
skill.

·         Fast learner & Adaptive,
Complete Learning modules time to time as available in LMS.

·         A background in finance, banking,
or a similar field is often preferred

 

 

Preferred
candidate profile

·         Candidate
should have 2 Year in banking
or financial wealth product industries
and managing bank AUM of
Privilege Clients



Benefits

Advantage

·         Attractive & transparent
incentive plan

·         Travel reimbursement as per actual

·         Two Saturdays off in a month

 

SALARY &
PACKAGE

·         Salary from 40 to 50k  + Performance incentive

 

 



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