Anand Rathi Financial Services Limited

Premium1 week ago

Relationship Manager Sales

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

Job Details

    About The Profile : 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.

    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

    Qualifications: #Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients .

    Required Skills: Sales

     

Other Details

Recruiter Details

  • Anand Rathi Financial Services Limited
  • Noida
  • hidden_email

Company Details

 AnandRathi Group is one of India’s reputed financial services conglomerates offering Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, NBFC and Investment Services. Anand Rathi Share and Stock Brokers Limited is part of Anand Rathi Group providing Investment products and services across various Asset classes including Equity, Commodity, Currency, Mutual Funds, PMS, Structured Products, Corporate Fixed Deposits, Bonds, MTF, Insurance and more.

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