Privilege Relationship Manager

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 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