Key Responsibilities: Financial Assessment: Analyzing clients' financial status (income, expenses, assets, liabilities, risk tolerance). Financial Planning: Developing short-term and long-term financial plans, including retirement and estate planning. Investment Advice: Recommending suitable investment strategies, insurance products, and tax-saving options. Guidance and Support: Providing advice on budgeting, debt management, cash flow, and offering support during financial crises. Implementation & Monitoring: Helping clients implement financial plans and monitoring their progress. Staying Updated: Keeping abreast of financial regulations, market trends, and economic changes. Building Relationships: Fostering trust and long-term relationships with clients. Key Skills: Financial Analysis: Ability to analyze complex financial data and identify areas for improvement. Communication: Effectively communicating financial information and recommendations to clients. Problem-Solving: Identifying and resolving financial challenges for clients. Product Knowledge: Understanding various financial products (investments, insurance, etc.) and their suitability for different clients. Ethical Conduct: Maintaining a fiduciary duty to act in the best interests of clients.
Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.
Key Responsibilities: Prospecting and Lead Generation: Identifying potential customers through various channels like networking, cold calling, and social media. Relationship Building: Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions. Product Demonstration and Presentation: Delivering compelling presentations and product demonstrations to showcase the value proposition to potential clients. Negotiation and Closing: Skillfully negotiating deals and closing sales to meet or exceed individual and team sales targets. Essential Skills: Communication Skills: Excellent verbal and written communication skills are crucial for building rapport, presenting products, and negotiating deals. Sales Aptitude: Understanding the sales process, identifying customer needs, and closing deals effectively. Product Knowledge: Possessing a deep understanding of the products or services being offered to effectively communicate their value. Negotiation Skills: The ability to negotiate effectively and reach mutually beneficial agreements. Relationship Management: Building and maintaining strong relationships with clients to foster long-term partnerships.