We are looking for Relationship Manager in a leading Company

Location- Lucknow

Industry- Finance

Exp- 1-4yrs

Salary- 3lpa-5lpa

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:

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

Vacancy Type - Full Time

Package - Rs. 3 L - 5 L per annum

Qualification - MBA in Marketing / Finance

Reporting - Wealth Manager - Retail Advisory

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%

The performance will be assessed on the basis of quantitative analysis including creation of clientele and revenue generated during the period as well as qualitative analysis including the marks obtained in internal trainings and examinations, adherence to STD (Standard time duration),obedience and professional conduct.

Apart from fixed emoluments, The HR Policies of the company promotes various incentives and other rewards and recognition programmes.

Contact Us-

+91 9569003432 | 8317034094

Zeevika Livelihood Consultant
5, Gulmarg Apartment, Jopling Road, Hazratganj, Lucknow
www.zeevika.com

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