Financial Advisor: -Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. -Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. -Procuring the potential clients through networking, database, market analysis and references. -Generating cross-sell revenue and doing 360 degree financial planning by wealth management. -Managing and improving relationship values through latest updates & development in market. -Liaison with operations team to resolve queries and revenue generation. -Comply with organizational guidelines and norms. -Identifying, acquiring, developing and maintaining customer relationships -Maintaining up to date knowledge of competitor activity, products and services. ** Desired Competencies for all the position Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills. Two- wheeler will be required Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Experience: total work: 1 year (Preferred)
Financial Advisor: -Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. -Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. -Procuring the potential clients through networking, database, market analysis and references. -Generating cross-sell revenue and doing 360 degree financial planning by wealth management. -Managing and improving relationship values through latest updates & development in market. -Liaison with operations team to resolve queries and revenue generation. -Comply with organizational guidelines and norms. -Identifying, acquiring, developing and maintaining customer relationships -Maintaining up to date knowledge of competitor activity, products and services. ** Desired Competencies for all the position Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills. Two- wheeler will be required Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Experience: total work: 1 year (Preferred)
KRA Profile : ( Sales and Service ): Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. Acquisition, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. Procuring the potential clients through networking, database, market analysis and references. Generating cross-sell revenue and doing 360-degree financial planning by wealth management. Managing and improving relationship values through latest updates & development in market. Liaison with operations team to resolve queries and revenue generation. Comply with organizational guidelines and norms. Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process. Identifying, acquiring, developing and maintaining customer relationships. Maintaining up to date knowledge of competitor activity, products and services. Desired Competencies for all the position Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s , loans and Insurance Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills. NISM certified candidates will be preferred. Others : Two- wheelers will be preferred . Job Type: Full-time Pay: ₹120,000.00 - ₹240,000.00 per year Benefits: Provident Fund Work Location: In person Speak with the employer +91 9430342599