Reporting – Wealth Manager – Retail Advisory

Skills Required:
Convincing Skills | Analytical Skills | Inter Personal Skills
Interest towards Sales & Field Activities
Self-Motivated | Extrovert| Confident
Inclination towards Finance
KRA:
Manage Client Portfolios
Create Leads Pipeline
Arrange Participants for Events
Acquire Clients from Leads provided by System
Stay Updated of Financial Market Events
Understand Financial Planning
Plan & Organize BTL Activities as and when required
Position – Relationship Manager:
The RM 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.

Job Detail:
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 RM 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%

#Relationshipmanager #jobsinlucknow #lucknowjob #job #jobs  #relationshipmanagerjobinlucknow 

If Interested, kindly forward your updated CV on hr5@tasolutions.in  or can call on 9023404909. We will really appreciate it if you forward this position to your colleagues or Friends.