Senior Relationship Manager(Wealth & Financial Services)

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.

• *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 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

1\. Acquisition of new client by moving into the market –60%

2\. Handling of portfolio and create new references from the client \-30%

3\. In house training for operational and technical issues –10%

Pay: From ₹250,000\.00 per year

Benefits

• Cell phone reimbursement

Ability to commute/relocate

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

Education

• Master's (Required)

Experience

• ISO 27002: 1 year (Required)

Location

• Lucknow, Uttar Pradesh (Required)

Work Location: In person