Finance Relationship Manager jobs in Lucknow - Subhchintaq HR ServiceS

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  • Applicants Less than 5 Applicants
  • 2020-01-09 2020-07-09

Job Description

Position – Relationship Manager (financial Portfolio)

preface: 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:1. Convincing Skills | Analytical Skills | Inter-personal Skills2. Interest Towards Sales & Field Activities3. Self Motivated | Extrovert| Confident4. Inclination Towards Finance

1. Manage Client Portfolios 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 7. Plan & Organize Btl Activities as and When Required.

job Detail: as the Company Works On Advisory Model, 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 –

job Location– Gomtinagar, Lucknow, Uttar Pradesh

package – Rs. 2 L to 4 L per Annum (apart from Fixed Emoluments, the Hr Policies of the Company Promotes Various Incentives and other Rewards and Recognition Programmes.)qualification – Graduate / Mba in Marketing / Finance

reporting – Wealth Manager – Retail Advisory

the Performance Will Be Assessed On the Basis of Quantitative Analysis Including the Creation of Clientele And

revenue Generated During the Period as Well as Qualitative Analysis Including the Marks Obtained in Internal Training and Examinations, Adherence to Std (standard Time Duration),Obedience and Professional Conduct.

career Growth: Relationship Manager > Sr. Relationship Manager > Wealth Manager Usually for An Average Candida

Key Skills

  • Finance Relationship Management
  • Finance Management


Banking, Investments, Stock Market & Financial Services

Functional Area


Number of Vacancy




About Subhchintaq HR ServiceS

ShubhchintaQ HR ServiceS is a full-fledged recruitment & staffing organization, professionally managed by a management team with a cumulative experience. We specialize in using the power of technology coupled with our expertise in human capital management so that organizations maximize their value and effectiveness. We will be glad to be associated with your organizational growth and we assure the best of services from our side. We provide you a one-stop solution for our client companies.

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