Relationship Manager

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 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
   

Job Location Lucknow, Uttar Pradesh

Address – CP- 61 Viraj Khand, Gomti Nagar, Lucknow (UP)-226010

Vacancy Type – Full Time

Qualification – Graduate/MBA in Marketing / Finance

Reporting – Wealth Manager – Retail Advisory

Job Detail –

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 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%