Wealth Manager

Job description

1. Manage a Team of RMs and SRMs – Train and Upgrade the same
2. Manage Client Portfolios
3. Create Leads Pipeline
4. Arrange Participants for Events with the support of his Team
5. Acquire Clients from Leads provided by System
6. Stay Updated of Financial Market Events
7. Understand Financial Planning
8. Analyze and Improve Team’s Performance
9. Strategies to ensure Team keeps achieving Annual Numbers
10. Plan & Organize BTL Activities as and when required
Job Location –Lucknow, Uttar Pradesh
Address – CP-61 Viraj Khand, Gomti Nagar, Lucknow (UP)-226010
Vacancy Type – Full Time
Package – Rs. 5 L to 9 L per annum
Experience – Min Exp – 1 year +
Qualification – MBA in Marketing/ Finance
Reporting – AVP – Retail Advisory
Job Detail –
As the company works on advisory model, the Wealth Manager will be responsible for
the promotion, development and handling of client relationships related to financial
planning and wealth management.
The capacity utilization of aWM will be as follows