Mutual Funds Fresher Jobs in Lucknow

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, 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%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

Customer dealing on calls And wattsapp.. And fixed the appointments

Job Openings for 27 Insurance Agent Jobs for Freshers in Lucknow having Educational qualification of : Higher Secondary, Secondary School with Good knowledge in Direct Marketing,Sales,Mutual Funds, Basic computer knowledge etc.