As a Financial Coach:   1) Primary duties includes meeting clients, understanding their life-golas, analyzing financial information and making a comprehensive Financial Plan.  2) Monitoring outcomes and action items arising from financial plan. Giving adhoc advice on all money matters of the client.  3) Conduct the Quarterly and Annual Review meetings with the customers to access & review the progress made in the quarter/ year and to update the Financial Plan, if needed  4) The candidate is expected to maintain the high levels of customer service standards of the company, be proactive in dealing with them and endeavour to provide - customer delight- in their servicing.  5) Continuing research and knowledge accumulation on various asset classes, investment products, market situation and global macro-economic conditions & its effect on India. Understanding of Investment products and various Asset classes is a must.  Business Development:  1) Get referrals from existing clients and be an evangelist for brand AZAD.  2) Set up appointments with potential clients and do preliminary counselling and explain benefits of AZAD with an aim of signing up new clients.  3) Participate in corporate awarness and educational workshops that are conducting from time to time.   Operations and Software:  1) Handle filing, paperwork, transctional procedures for the clients, as and when required.  2) Ensure complaince to AZAD Audit guidelines and Process Manual.  3) Creation of client profile, updation of data on AZAD web software.  Skills required:  The candidate must possess following skills:  a) Relationship management and Client servicing.  b) Knowledge on Investing and Financial products.  c) Financial Planning.  Salary offered - 4-5 LPA

Delhi NCR

Mumbai

AZAD Wealth Management - Certified Financial Planner 

Job Description for AZAD Wealth Management - Certified Financial Planner  in Azad Wealth Management in  Delhi NCR Mumbai for (1-2) years of experience. Apply Now!