Job Description
1. Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
6. Approaching need based product to the client through Financial Planning.
7. Access the portfolio risk according to changing market situation.
8. Generating the revenue primarily through core products.
Job Specification
1. Candidate with Excellent communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum year
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Experience
1 - 5 Years
No. of Openings
50
Education
Graduate (B.A, B.Com, B.Sc)
Role
Inside Sales Executive
Industry Type
Banking / Financial Services / Stock Broking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office