Shivam Stock Broking Private Limited

Wealth RM

Posted Yesterday

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Patna, Bihar, IND

In-Office

40K-50K Annually

Junior

Insurance • Financial Services

The Role

Sell and upsell wealth products to new and existing clients through direct sales, networking, databases, and market intelligence. Acquire quality clients, promote monthly focus products and incentive plans, maintain CRM records, and advise clients on financial products, services, and investments. The role requires strong communication and leadership skills, adaptability, ongoing learning, and approximately two years of banking or financial wealth product experience managing privileged-client AUM.

Summary Generated by Built In

Job Title : RM(RELATIONSHIP MANAGER) - WEALTH

About company :Shivam Stock Broking Company is an Authorized Regional Business Partner of Mire Asset Sharekhan.

Primary Responsibility :

· Sale/up sale Wealth products to existing and new clients.

· It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence

· Promote Focus Product of the Month, Additional Incentive plans ongoing

· Maintain records of business and activities on CRM provided to them.

· Provide clients with advice on financial products, services, and investments.

Requirements

PERSONAL skills:

· Good Communication and leadership skill.

· Fast learner & Adaptive, Complete Learning modules time to time as available in LMS.

· A background in finance, banking, or a similar field is often preferred

Preferred candidate profile

· Candidate should have 2 Year in banking or financial wealth product industries and managing bank AUM of Privilege Clients

Benefits

Advantage

· Attractive & transparent incentive plan

· Travel reimbursement as per actual

· Two Saturdays off in a month

SALARY & PACKAGE

· Salary from 40 to 50k + Performance incentive

Interested candidate : please send me the Cv on given number

6299924341 (Nidhi Hr)

Skills Required

Approximately 2 years of experience in banking or financial wealth product industries
Experience managing bank AUM for privilege clients
Good communication and leadership skills
Fast learner and adaptable
Background in finance, banking, or a similar field
Ability to complete learning modules through the LMS

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The Company

80 Employees

Year Founded: 1992

What We Do

Shivam Stock Broking Company is an India-based financial-services provider and authorised regional business partner of Mirae Asset Sharekhan. It facilitates stock and commodities trading and supports clients with mutual funds, insurance, tax planning, wealth management, and broader financial planning. Founded in the early 1990s, the company operates from Patna and serves investors through a regional branch and franchise network across Bihar.