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Aditya Birla Finance Limited
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Financial Consultant

Financial Consultant

Aditya Birla Finance Limited

0 - 31 years

0 - 6 Lacs

gomti nagar lucknow

Posted:14 hours ago| Platform: Apna logo

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Skills Required

risk management service compliance development

Work Mode

On-site

Job Type

Part Time

Job Description

• Achieve performance targets by bringing clients through the advice process. • Develop client relationships with new and existing clients. • Establish and develop relationships with staff in supporting organisations. • Provide professional best advice in developing clear financial plans for new and existing clients. • Adhere to strict risk management procedures. • Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products. • Ensure that the highest level of customer service is provided on a consistent. • Develop relationships with new and existing clients in line with targets. • Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements. • Strong business development element to this role - generation of new leads/client relationships is key.

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Financial Consultant