Financial Advisor - BFSI

JOB ROLE

- Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES:

1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.

2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue while acquiring new clients as well.

3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.

4. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

6. Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.

7. Keeping client plans up-to-date and prepare or interpret for client's information such as investment performance reports, financial document summaries, or income projections.

8. Interact with the various teams