Divine Financial Investment
Unit 606, 6th floor, Eldeco Corporate Tower,
Vibhutikand, 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 todays 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 Senior Relationship Manager:-
Preface:-
The SRM 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 Portfolio
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, Wealth Management, Tax Planning Job Location:-Lucknow, Uttar Pradesh
Vacancy Type Full Time
Package Rs. 3 L to 5 L per annum
Experience Only for freshers
Qualification MBA in Marketing / Finance
Job Detail
The Senior Relationship Manager will be responsible for the promotion,
development and handling of client relationships related to financial planning, wealth management, tax planning.
The capacity utilization of an SRM will be as follows:
7. Acquisition of current client by moving into the market 60%
8. Handling of portfolio and create new references from the client -30%
9. In house training for operational and technical issues 10%
Performance Appraisal:
-
1. 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.
2. In internal trainings and examinations, adherence to STD (Standard time duration), obedience and professional conduct.
3. Apart from fixed emoluments, The HR Policies of the company promotes various incentives and other rewards and recognition programs
📌 Senior Relationship Manager( Wealth & Finance) (Lucknow)
🏢 Akanksha Dubey
📍 Lucknow