Wealth Manager

Job opening at Lucknow

Location

Lucknow

Address

Lucknow

Employment

Full Time

Qualification

Any Graduate

Payment

500000 to 800000

Date Posted

2025 Mar,05

HR

Mili Chavhan

Contact

mili@white-force.com

Mobile

6264800152

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.



Skills Required



 1.     
Convincing Skills | Analytical Skills | Inter Personal Skills



2.     
Interest towards Sales & Field Activities



3.     
Self Motivated | Extrovert| Confident



4.     
Inclination towards Finance

















KRA













































































































































































































































































































































































































































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 requirements

  • Experience: 2 to 4 Year.
  • Education : Any Graduate
  • Specilization : graduate...
  • Skills :
    1 generatingleads
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.

Company Name : BFC Capital

Website

About Company

BFC Capital has been providing financial services and products to its clients for over two decades. Read more