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Hiring Freshers || Wealth Manager

Divine Financial Investment Verified employer

Actively hiring · Posted 3d ago · JEV26105C5617FEB8

Salary₹2,00,000 – ₹5,00,000 per year
ExperienceFreshers welcome
LocationLucknow, Uttar Pradesh
Work modeOffice · Full time
Openings1

Job description

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax PlanningExperience0 - 2 YearsNo. of Openings6EducationPost Graduate (M.B.A/PGDM, M.Com)RoleWealth ManagerIndustry TypeAccounting / FinanceGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeFace Interview LocationEldeco Corporate Tower , Vibhutikhand Gomtinagar

Key skills

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