1 years

1 - 2 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Financial Advisor:

-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.-Procuring the potential clients through networking, database, market analysis and references.-Generating cross-sell revenue and doing 360 degree financial planning by wealth management.-Managing and improving relationship values through latest updates & development in market.-Liaison with operations team to resolve queries and revenue generation.-Comply with organizational guidelines and norms.-Identifying, acquiring, developing and maintaining customer relationships-Maintaining up to date knowledge of competitor activity, products and services.

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Desired Competencies for all the position
Excellent communication skillsExcellent objection handling and conflict management skillsExcellent relationship management skillsEfficient selling skills.

Two- wheeler will be required

Job Type: Full-time

Pay: ₹10,000.00 - ₹20,000.00 per month

Experience:

  • total work: 1 year (Preferred)

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