Wealth RM

Shivam Stock Broking Company · patna, BR, India

Location
patna
Job Type
Full-time
Posted
June 02, 2026

Job Description

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 Adv...

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