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