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Wealth RM at Shivam Stock Broking Company

, Bihar, India -

Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

50000.0

Posted On

04 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Wealth management, Client acquisition, Networking, Financial advice, Communication, Leadership, CRM, Market intelligence, Banking

Industry

Financial Services

Description

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

Responsibilities

The Relationship Manager is responsible for selling and upselling wealth products to new and existing clients. They must also maintain business records in the CRM and provide expert financial advice to clients.