Wealth Management Advisor

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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 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

Required Skills

Preferred Skills

Pay range and compensation package

Equal Opportunity Statement

We are committed to diversity and inclusivity.

Recruiter Details

9123840494

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