Senior Relationship Manager( Wealth & Finance)

Divine Financial Investment
Unit 606, 6th floor, Eldeco Corporate Tower,
Vibhutikand, Gomti Nagar, Lucknow, 226010 UP, India
[email removed]
WWW.divinefinancialinvestment.com

About Divine Financial Investment:-
Divine Financial Investment is a financial service provider, in the business of investment
and wealth management. We are focused on bridging the gap between savings and
investments and creating long term wealth for investors through a range of simple and
relevant investment solutions. We provide various types of comprehensive financial
services. The more your money works for you, the less you have to work for money. We
make your money work harder for you.
Our range of financial planning and wealth management services is sophisticated yet
simple to understand. We understand that wealth means more than just numbers and it
reflects in the way we approach our relationships. An in-depth knowledge of todays
financial world and sensitivity to future trends enable us to provide timely and impactful
portfolio management services in India. Our experts have developed insights and
experience in domestic and international markets to create innovative and adaptable
solutions that suit the varied needs of our clients.
Position Senior Relationship Manager:-
Preface:-
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.
Skills Required:-
1. Convincing Skills | Analytical Skills | Inter Personal Skills
2. Interest towards Sales & Field Activities
3. Self-Motivated | Extrovert Confident
4. Inclination towards Finance

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 Location:-Lucknow, Uttar Pradesh
Vacancy Type Full Time
Package Rs. 3 L to 5 L per annum
Experience Only for freshers
Qualification MBA in Marketing / Finance
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%

Performance Appraisal:-
1. The performance will be assessed on the basis of quantitative analysis including
creation of clientele and revenue generated during the period as well as qualitative
analysis including the marks obtained.
2. In internal trainings and examinations, adherence to STD (Standard time duration),
obedience and professional conduct.
3. Apart from fixed emoluments, The HR Policies of the company promotes various
incentives and other rewards and recognition programs