Wise Investments

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans Developing and implementing sales plans. Delivery of Operating Profit Budgets for the Branch through revenue and cost management. Formulating the strategies to increase client base. Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc. Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Conducting regular sales and operations meetings. Organising and executing training programs for branch personnel Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Increasing brand awareness for the company within the community. Organising marketing activities and events for the branch. Monitor business analytics & publish MIS. Recognising employee achievements and encouraging excellence in the work environment. Briefing employees on current sales goals, promotions, and other relevant information.