• Achieve performance targets by bringing clients through the advice process.
Develop client relationships with new and existing clients.
• Establish and develop relationships with staff in supporting organisations.
• Provide professional best advice in developing clear financial plans for new and existing clients.
Adhere to strict risk management procedures.
• Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.
Ensure that the highest level of customer service is provided on a consistent.
Develop relationships with new and existing clients in line with targets.
• Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements.
• Strong business development element to this role - generation of new leads/client relationships is key.
Experience
0 - 4 Years
No. of Openings
25
Education
Graduate (B.A, B.B.A, B.Com, B.Ed, B.Sc)
Role
Financial Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Urbanac Business Park, Vibhuti khand, Gomti Nagar Lucknow