Financial Planning Manager

Aditya Birla Capital

Kolkata park street.

Job Description

Job Purpose:

Providing strategic advice across a variety of financial products and services.

Assessing client's overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

Prerequisites :

- Communication Skills, fluency in the local Language, willingness to travel in the designated city, strong interpersonal skills, and goal orientation

What's in it for you :

- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.

Qualifications :

1. Male/Female

2. Fresher & Experience

3. Can work individually and in a team

4. Good communication skills

5. Fresher or work experience

Location : Kolkata park street

We would be pleased to meet with you for further inquiries.

5 Days WorkingFlexible TimingDay Shift