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Lokmanya Multipurpose Co-Op. Society
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Head LWA (Lokmanya Wealth Advisor)

Head LWA (Lokmanya Wealth Advisor)

Lokmanya Multipurpose Co-Op. Society

8 - 12 years

0 Lacs

pune maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

leadership banking financial services recruiting onboarding compliance collaboration interpersonal skills analytical skills building relationships providing financial advice driving crossselling efforts monitoring client performance problemsolving skills proficiency in ms office banking software knowledge knowledge of banking products knowledge of banking regulations knowledge of banking best practices

Work Mode

On-site

Job Type

Full Time

Job Description

In this role at Lokmanya Multipurpose Co-operative Society, you will be leading the LWA division, ensuring excellent service and client satisfaction, recruiting and onboarding Lokmanya Wealth Advisors, building strong relationships with high-value clients, and providing personalized financial advice. Your responsibilities will also include driving cross-selling efforts, ensuring compliance with regulations, collaborating with other departments for enhanced service delivery, and monitoring client performance to identify growth opportunities. Qualifications required for this role include a Bachelor's degree in finance, business administration, or a related field. You must also possess strong interpersonal, problem-solving, and analytical skills. Proficiency in MS Office and banking software is essential, along with a deep knowledge of banking products, regulations, and best practices. At Lokmanya, they believe in fostering a career that goes beyond just a job, aiming for a passion-driven adventure that brings out the best in you. The company values are the heartbeat of their culture and the driving force behind everything they do. Join Lokmanya and be part of a dynamic and impactful environment where you can thrive and grow while delivering customized financial solutions.,

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Head LWA (Lokmanya Wealth Advisor)