Our Client is one of the Leading Financial Services Industry.
Designation : Advisor / Sr.Advisor
Loaction : Greater Noida
Experience : 6+Yrs of Exp into Wealth Management Products
Qualification : Any Graduate (Good Exp) / MBA / CFP / CA
Roles & Responsibilities:
- Responsible for client acquisition and managing the overall client relationship
- Responsible for overall performance of the team and goal achievement
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.
- Research and investigate new investment opportunities to determine relevance for clients
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Sell financial products such as bonds, mutual funds, and insurance.
- Conduct seminars and workshops on financial planning topics
I would be glad to discuss this opportunity with you in detail, looking forward for your profile at email@example.com