Junior Wealth Management Manager in Lucknow

Key Responsibilities Manage client portfolio. Create a lead pipeline. Arrange participants for events with the support of his team. Acquire clients from leads provided by the system. Stay updated on financial market events. Understand financial planning, wealth management, tax planning. About Company: Divine Financial Investment is a financial service provider in the business of investment and wealth management. We help close the gap between savings and investments and build long-term wealth for investors with a range of simple, 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 is reflected in the way we approach our relationships. 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. .