Sales Manager

About the Company

https://anandrathi.com/

About the Role

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.

Responsibilities

• It is a 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.
• Build and recruit a high-performing team of Privilege Relationship Managers

Qualifications

• Graduate or Post Graduate.

Required Skills

• Candidate should have 5 Year in banking and broking industries and managing bank AUM of Privilege Clients.

Pay range and compensation package

• Competitive

Equal Opportunity Statement

We are committed to diversity and inclusivity.

Recruiter Details

[Confidential Information]