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Wealth RM

Shivam Stock Broking Company | patna, India | Posted June 26, 2026

Position Overview

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:

·...

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