Responsibilities
Conduct daily sales calls with prospective new clients and identify their needs.
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 build
AUM and AUA for the branch.
Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product lines.
Update and cross sell products to existing clients and update them about the primary and secondary market trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding the organisation's information, research and material.
Desired Candidate Profile
Candidate with good communication skills.
Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.
Candidates with NISM - MF Advisory module CF P/CWM would have an added advantage
Perks and Benefits Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year)
#J-18808-Ljbffr
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 build
AUM and AUA for the branch.
Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product lines.
Update and cross sell products to existing clients and update them about the primary and secondary market trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding the organisation's information, research and material.
Desired Candidate Profile
Candidate with good communication skills.
Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.
Candidates with NISM - MF Advisory module CF P/CWM would have an added advantage
Perks and Benefits Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year)
#J-18808-Ljbffr