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Wealth Manager|Lucknow|2+Yrs

  • Olibr Resourcing Pvt Ltd
  • India, L...
  • 2 - 4 Yrs
  • 4.0 - 7.0 LPA

Job Description

📍 Location: Lucknow

💰 Salary: 4-7 LPA

👜 Experience: 02-04 Years

📌 Employment Type: Full-time


Skills:

  • Convincing Skills | Analytical Skills | Inter Personal Skills
  • Inclination towards Financial Products
  • Candidate should be Aggressive in Sales
  • Must be Presentable
  • Must own a Bike / Car

Job Responsibilities

  • Client Portfolio Management
  • Client Profiling and Goal Planning
  • New Client Acquisition
  • Team Handling
  • Staying updated on the nuances of Mutual Funds, Stocks, CFDs, Insurance Plans and other similar financial instruments.
  • Supporting Marketing Activities
  • Planning and Executing Revenue Generation Strategies

Location

Lucknow, Uttar Pradesh, India