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Wealth Manager

0 years

0 Lacs

Lucknow, Uttar Pradesh, India

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

finance portfolios pipeline support planning marketing reporting model development management portfolio training

Work Mode

On-site

Job Type

Full Time

Job Description

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 Show more Show less

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BFC Capital P. Ltd.

3 Jobs

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