Divine Financial Investment

Gomti Nagar, Lucknow

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

Full time job with best sales and marketing skills . Financial Marketing knowledge is required.Also good communication skills , banking awareness is required .Candidate should be well aware about fresh sourcing in open market .

This is sales job in financial feild.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%