Financial Planner Graduate Experience Jobs in Bangalore

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Are you looking for a job as a Financial Planneran exciting role with great career growth and development opportunities.

It is a field job. You will have to travel within the assigned geography to meet customers assignedto you for sales and service delivery.You will be evaluated on your ability to meet the business targets (Top line, Persistency, Productmix) by working on assigned calls.HDFC Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutoryregulations

Improve the management system of the investment promotion operation department to ensure the operation of the investment promotion operation department, professional ethics and professionalism.Lead, organize and coordinate investment promotion work.Independently carry out business negotiations and negotiations, and receive authorization to sign contracts with customers on behalf of the company.Ability to conduct market research, forecasting and analysis activities.Independently plan business work, analyze market dynamics in a timely manner, and find and deal with problems in investment promotion activities.

Hiring for 2 Sales Jobs in Bangalore with minimum 2 Years Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Mutual Funds Sales,Financial Planner etc.