Anand Rathi Financial Services Limited

Premium2 weeks ago

Looking for Relationship Manager Sales

Anand Rathi Financial Services Limited
1 to 4 Yrs
Rs 3.0 - 6 Lakh/Yr
  • Regular
  • 10 Positions
  • Job Details

Job Details

    Role/Profile- Privilege Relationship Manager
    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.

    Roles and Responsibilities:
    1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
    2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
    3. Promote Focus Product of the month
    4. Maintain records of business on internal software CRM etc.
    5. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

    Eligibility Criteria:
    1. Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients
    2. Graduate or Post Graduate

    Interested Candidates can share their profile at hidden_email/hidden_mobile

Other Details

Recruiter Details

  • Anand Rathi Financial Services Limited
  • Jaipur
  • hidden_email
  • hidden_mobile

Company Details

Anand Rathi Finance is a pioneer in Indian financial services. With over 30 years of experience, the Anand Rathi company has carved out a position in the financial services market. To elaborate more about Anand Rathi Company, we provide a wide range of Investment Services across asset classes, as well as Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. The Anand Rathi Group has been able to give an unrivaled experience to our clients because of our integrity and entrepreneurial zeal. Anand Rathi Finance believes that each client needs a one-of-a-kind financial solution. As a result, a customer-first strategy combined with digital innovation is our solution, allowing us to truly contribute to their financial well-being.

104,940 Similar Jobs

Regular
1 day ago

Relationship Manager (Life Insurance Field Sales - Dire ...

YPS INFOTECH (OPC) PRIVATE LIMITED
Varanasi+9
Noida, Ghaziabad, Lucknow, Amritsar, Pune, Chandigarh, Ludhiana, Delhi, Nagpur
1 to 3 Yrs
Not Interested
PremiumRegular
1 week ago

Relationship Manager Sales

Anand Rathi Financial Services Limi...
Noida+1
Delhi
1 to 6 Yrs
  • 10 Positions
  • Not Interested
    Regular
    2 weeks ago

    Relationship Manager - Direct Sales Life Insurance ( De ...

    Max Life Insurance Company Limited
    Delhi
    2 to 6 Yrs
    Not Interested

    Related Articles