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Job Information

  • Employee Type:

    Full Time

  • Contact Person:

    Mili Chavhan

  • Contact:

    6264800152

  • Location:

    Lucknow

  • Job Position:

    Wealth Manager

  • Experience

    2 to 4 Years

  • Qualifications:

    Any Graduate

  • Salary:

    ₹500000 - ₹ 800000

  • Date posted:

    05-Mar-25

Wealth Manager

BFC Capital

Lucknow

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