0 - 4 years
0 Lacs
Posted:3 days ago|
Platform:
On-site
Full Time
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Responsibilities
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
Other Details
Salary-49,000/- to 65,000/-Required Experience-0 To 4 YearsMinimum Age-18
Requirements
Qualification Required-Bachelors degree (or equivalent) in finance or related fieldCA,All GraduateWork Department-Financial Advisor Work Industry-IT,Automation,Banking,Finance,Education,Telecom,Skills-Outstanding communication, reporting, and presentation skills
for more clarification contact to this number-7428424483
Also Share Your CV -2583inst@gmail.com
RegardsHR Placement Team
DEVIKA STAFFING SOLUTION
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