Divine Financial Investment
Unit 606, 6th floor, Eldeco Corporate Tower,
Vibhuti Khand, Gomti Nagar,
Lucknow, 226010 UP, India
[email protected]
www. divinefinancialinvestment.com

About Divine Financial Investment

Divine Financial Investment is a financial service provider, in the business of

investment and wealth management. We are focused on bridging the gap

between savings and investments and creating long term wealth for investors

through a range of simple and relevant investment solutions. We provide various

types of comprehensive financial services. The more your money works for you,

the less you have to work for money. We make your money work harder for you.

Our range of financial planning and wealth management services is sophisticated

yet simple to understand. We understand that wealth means more than just

numbers and it reflects in the way we approach our relationships. An in-depth

knowledge of today’s financial world and sensitivity to future trends enable us to

provide timely and impactful portfolio management services in India. Our experts

have developed insights and experience in domestic and international markets to

create innovative and adaptable solutions that suit the varied needs of our clients.

Position – Wealth Manager

Preface:




The Wealth Manager 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. Degree in finance, economics, management, or related field
2. Previous experience in financial services
3. Must be analytical
4. Valuable presentation skills

KRA

1. Managing investments

2. Create Leads Pipeline

3. Advising clients on financial products and services

4. Buying and selling stocks on behalf of the client

5. Stay Updated of Financial Market Events

6. Providing tax planning services

Vacancy Type – Full Time

Package – Rs. 4L to 7 L p.a.

Experience– Min Exp–3

years+

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 a WM will be as follow

1. Marketing activities including moving into the market – 60%

2. Handling of portfolio including doing technical analysis- 30%

3. Tax planning – 10%

📌 Wealth Manager (India)
🏢 Divine Financial Investment
📍 India