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02/08 Rahul Bhasin
Account Lead - BFSI at Teamlease Services Pvt Ltd.

Views:2190 Applications:68 Rec. Actions:Recruiter Actions:1

Financial Advisor/Sr Financial Advisor - HNI (4-12 yrs)

Mumbai Job Code: 157522

Job Description

Job Title: Financial Advisor/ Senior Financial Advisor

Location: Mumbai,

Qualification & Experience: MBA, CA, Cost Accountant with 3 to 5 years of experience

Industry: Financial Services, Broking House (Preferably Wealth Management exposure)

Job Summary:

- Grow the Assets under Advice

- Achieve the Revenue Targets

- Client acquisition

Key Responsibilities:

- To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

- To meet the revenue and product mix targets

- Gateway to any requirement from I-Sec.

- Recommendation of products as per client requirement.

- Manage 40 to 50 clients

- Should generate revenue of 3 - 5 times cost.

- Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.

- Should maintain & continuously develop high end client base.

- To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.

- To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received

Skills Required:

- Client Engagement skills

- Good Knowledge of Financial Products

- Good Communication and presentation skills

- Net working skills, strike relationships and build on contacts.

- Customer service and process orientation

Interested candidates can reach me on 02233601508

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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