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 consultant021@hcapital.in

Priyanka Parida
Recruitment Consultant