Wealth Advisor Job Vacancies in Mumbai

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills

Graduate / Postgraduate 5-10 years of Sales experience in managing partners / distributors / franchisee network of financial products from financial services industry (e.g. Mutual Funds.Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).Lead or Team Handler with Team Management skills.Candidates having AUM (Asset under Management) and connect with Mutual Fund Distributors / Wealth Management companies / IFA / IRA is must.To prospect, acquire and drive business through partners.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.To achieve budgeted targets in terms of amount of clients/volume of business & assets.To research, investigate and update themselves on available investment opportunities / financial market trend.To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.To provide various investment performance reports and summaries to the clients.To conduct and assist in organizing seminars, workshops and other business development activities.To prepare the MIS reports in the specified formats.

Hiring in various positionsRequirements: Candidates with a B2C sales experience in the products of the BFSI industry like loans, insurance, mutual funds, equity, etc are invited to apply. The candidate has to be a resident of Mumbai. Excellent verbal and written communication skills and excellent telephonic skills are a must. Proficiency in English and Hindi and one local language is expected. Training will be providedJob Description: The candidate would be involved in the acquisition of Retail customers with an investible surplus of Rs. 10 Lacs or more For the higher level in this role, candidates having experience of handling retail clients with an investible surplus of Rs. 25 Lacs or more and possessing the knowledge of equity will be given first preference Role: From customer acquisition to telephonic conversations with clients to occasional personal meetings with the clients Ensure delivery of MIS reports Develop short-term and long-term sales strategies

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed