Anand Rathi - Privilege Sales Manager

Role/Profile: Privilege Sales Manager

Company Profile: https://anandrathi.com/

CTC range: Competitive

Location: Kolkata

Summary:

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.

Primary Job Responsibilities:

- It is a direct sales profile so the candidate should be able to acquire quality base clients through networking, database, and market intelligence.

- He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence.

- Promote the focus product of the month.

- Maintain records of business on internal software CRM etc.

- Should be able to acquire privilege clients and be able to sell MF, Insurance, PMS, and Structure Products.

Experience Required (5 year minimum): Candidate should have 5 years in banking and broking industries and managing bank AUM of Privilege Clients.

Qualification Required:

Graduate or Post Graduate.

Other Details/Mandatory Certification: NA

Reporting to: Area Sales Manager (Privilege)

Team Handling/Playing Captain: Yes