Financial Planning Manager

0 - 4 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose: As a financial advisor at Aditya Birla Capital in Kolkata park street, your main responsibility will be to provide strategic advice on a range of financial products and services to clients. You will be tasked with assessing the overall financial situation of clients, understanding their needs, and developing a comprehensive financial plan to guide them towards profitable and secure financial decisions. Additionally, you will play a crucial role in recruiting quality advisors, providing them with support and training, and enabling them to procure investments from the market to effectively service customers. Key Responsibilities: - Recruit high-quality prospective advisors and ensure that they acquire the necessary licensing to meet the yearly targets outlined in the Goal Sheet. - Provide on-the-job training, manage, and monitor the performance of advisors to help them achieve their set goals. - Maintain persistence for the investments procured by a team of Advisors to contribute towards the overall profitability of the team. Prerequisites: The ideal candidate should possess excellent communication skills, fluency in the local language, a willingness to travel within the designated city, strong interpersonal skills, and a goal-oriented mindset. What's In It For You: Upon 100% completion of the Goal Sheet within 6 to 12 months, you will have the opportunity to be promoted to the next designation. Furthermore, there is a chance to progress to the position of Branch Manager at the end of 12 months. Qualifications: - Both male and female candidates are welcome. - Freshers as well as experienced individuals can apply. - Should be comfortable working both independently and as part of a team. - Good communication skills are essential, regardless of previous work experience. Location: Kolkata park street If you meet the qualifications and are interested in this opportunity, we would be delighted to meet with you for further inquiries. This is a 5-day working job with flexible timings and day shifts.,

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Aditya Birla Capital logo
Aditya Birla Capital

Financial Services

Mumbai

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