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.
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.
8.Reporting – Wealth Manager – Retail Advisory
Job Location –Gomtinagar, Lucknow, Uttar Pradesh Package – Rs. 2 to 4 L per annum Experience – Min Exp – 1 year + (Freshers may also apply)
Qualification – Graduate/MBA in Marketing / FinanceThe capacity utilization of an RM will be as follows:
1. Marketing activities including moving into the market – 60%
2.Handling of the portfolio including doing the technical analysis- 30%
3.In house training for operational and technical issues – 10%
