Senior Financial Advisor - General Wealth Products

Key Skills Required from Candidates

Look for candidates having experience in general wealth products such as mutual funds.

Will be reporting to the director.

Candidates should be from NBFC's.

Should have their own client base and must have skills to generate revenues

- Capable of opening doors/ capable of fixing first meeting with HNIs

- Effective and clear communication both oral and written, Persuasive - selling skills

- Pleasing personality

- Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.

Job Description

End to End - Client Relationship Management - advising as per risk profile of the client.

Cold calling and acquiring new clients and creating his/her own pipeline of clients

Should have knowledge of all capital market products for HNI- s, with a proven capability of working with the clients to service their needs related to these products.

Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.

Great ideation skills to structure deals as per client needs.

Need to deliver 2-3 times of his fixed cost

Can source and handle and advise direct clients.

Behavioral:

Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self driven, Excellent communication skills, Excellent Presentation skills, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.

Technical (Software / IT related):

Strong on Excel, word and power point - Very important

Salary range - 5-16 LPA