Job Description

BFC
CAPITAL

WHERE SKILL MEETS OPPORTUNITY

BFC CAPITAL
BFC Capital is not only the wealth management arm of Group

BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades.

Listed below are some key attributes of the company -

Assets Under Management: Rs. 7 Billion+

Retail Client Base: 12,000+

Corporate Client Base: 100+

Cities Covered: 80+

Certified Wealth Managers: 22+

Certified member of the Association of Mutual Funds in

India.

Rated among India's 'Top 20 Most Promising Wealth

Management Consultants.'

Considered a one-stop solution for all money matters.

Has achieved complete digital integration.

Provides wealth management services cutting across financial products.

Conducts regular financial awareness workshops for corporates - Visit our social media handle to learn more.

Offers services in the remotest parts of the country through

Prodigy Pro, the company's mobile application for facilitating online investments.

Trained and maintains an in-house research team.

Position - Relationship Manager:

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

Job Location - Lucknow, Uttar Pradesh

Address - CP- 61 Viraj Khand, Gomti Nagar, Lucknow (UP)-226010

Vacancy Type - Full Time

Package - Rs. 2.5 L - 5.5 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%

Performance Appraisal:

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.

Career Growth:

Sr.
Relationship Wealth Manager

Job Type: Full-time

Pay: ?18,000.00 - ?40,000.00 per month

Benefits:

• Health insurance

Schedule:

• Day shift

Ability to commute/relocate:

• Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person