Wealth Relationship Manager Lakshmishree Investment & Securities Ltd.

1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

As an Investment Relationship Officer at our company, your role will involve developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock broking, mutual funds, or financial services are preferred. Key Responsibilities: - Identify and generate new business opportunities through digital platforms, referrals, and on-field initiatives. - Engage with company-provided leads to convert them into active partners and associates. - Acquire new Authorized Persons (APs), Sub-Brokers, Business Associates, and Channel Partners to strengthen business expansion. - Provide comprehensive setup and operational suppo...

Posted 2 days ago

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Investment Relationship Manager Lakshmishree Investment & Securities Pvt. Ltd

1.0 - 4.0 years

1 - 4 Lacs

ahmedabad

Work from Office

Investment Relationship Manager:- Investment Relationship Manager is entitled for - Generating leads. Meeting with the leads provided by the company. Acquisition of new Authorised Person/ Sub-brokers/ Business Associates/ Channel Partners Business establishment support to the existing Authorised Persons Revenue Generation Business proposal explanation to the prospects. Customization of business proposal according to the needs of the prospects. Real time updation of CRM. Working days : Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)

Posted 1 week ago

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Investment Relationship Manager Lakshmishree Investment & Securities Pvt. Ltd

1.0 - 4.0 years

1 - 4 Lacs

lucknow

Work from Office

Investment Relationship Manager is entitled for -Generating leads Meeting with the leads provided by the company Acquisition of new Authorised Person/ Sub-brokers/ Business Associates/ Channel Partners Business establishment support to the existing Authorised PersonsRevenue Generation Business proposal explanation to the prospects Customization of business proposal according to the needs of the prospects Real time updation of CRM Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)

Posted 1 week ago

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Financial Planner V Financial Services

1.0 - 2.0 years

3 - 6 Lacs

Navi Mumbai

Work from Office

Job Description: Financial Planner ( Female Candidates Only) Position Title: Financial Planner Department : Financial Planning & Advisory Location: Navi Mumbai (Kharghar) Employment Type: Full-Time Reporting To: Head - Financial Planning / Director About Us We are a women-driven, women-owned financial planning and investment management company committed to empowering individuals, especially women, to achieve financial independence and long-term prosperity. We offer ethical, research-driven, and tailored financial solutions to HNI, individual, and corporate clients. Website: www.vfinancialservices.com Position Overview As a Financial Planner, you will be responsible for developing comprehensi...

Posted 5 months ago

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