Sr. Relationship Manager

Year    Lucknow, Uttar Pradesh, India

Job Description

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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 \xe2\x80\x93 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 \xe2\x80\x93 Visit our social media handle to learn more. Offers services in the remotest parts of the country through Prodigy Pro, the company\xe2\x80\x99s mobile application for facilitating online investments. Trained and maintains an in-house research team. Position \xe2\x80\x93 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 \xe2\x80\x93 Lucknow, Uttar Pradesh Address \xe2\x80\x93 CP- 61 Viraj Khand, Gomti Nagar, Lucknow (UP)-226010 Vacancy Type \xe2\x80\x93 Full Time Package \xe2\x80\x93 Rs. 2.5 L - 6 L per annum Qualification \xe2\x80\x93 MBA in Marketing / Finance Reporting \xe2\x80\x93 Wealth Manager \xe2\x80\x93 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 \xe2\x80\x93 60% 2. Handling of portfolio including doing technical analysis-30% 3. In house training for operational and technical issues \xe2\x80\x9310% 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: \xe2\x82\xb920,000.00 - \xe2\x82\xb950,000.00 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)
Experience:
  • Sales: 1 year (Preferred)
Language:
  • English (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD3345853
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Lucknow, Uttar Pradesh, India
  • Education
    Not mentioned
  • Experience
    Year