Wealth Manager

Job description

The WM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele.

1. Convincing Skills | Analytical Skills | Inter Personal Skills

2. Interest towards Sales & Field Activities

3. Self-Motivated | Extrovert| Confident

4. Inclination towards Finance

1. Manage Client Portfolios

2. Create Leads Pipeline

3. Arrange Participants for Events with the support of his Team

4. Acquire Clients from Leads provided by System

5. Stay Updated of Financial Market Events

6. Understand Financial Planning

7. Plan & Organize BTL Activities as and when required

Address:- CP- 61 Viraj Khand, Gomti Nagar, Lucknow (UP)-226010

Job Type Full Time

Qualification Graduate/MBA in Marketing / Finance

Reporting AVP Retail Advisory

As the company works on advisory model, the Relationship Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.

The capacity utilization of an WM will be as follows:

1. Marketing activities including moving into the market 60%

2. Handling of portfolio including doing technical analysis-30%

3. In house training for operational and technical issues 10%

Key Skills

B2B MarketingDirect Marketing Sales And Marketing Direct Sales

Field SalesSales Development