Financial Advisor

Perks, Incentives, ESOPs & Compensation details
Must Have:
• Confident & Assertive
• Good Communicational skills abilities and pleasing personality
• Negotiation Skills
• Should be having a pleasing & smart personality.
• Key account management skills.
• Should have an eye for detail.
• Product knowledge( Financial Products).
• Market knowledge / extensively networked.
Working Days:6 Days a Week(1st & 3rd Saturday Off)
Duties and Responsibility
Purpose of the Job:
• Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients.
• This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.
• Will play a strategic role in the future growth and expansion of the organization
Key responsibilities:
• Responsible for achieving Sales for wealth products,
• Acquiring HNI/UHNI (its an individual role).
PRODUCT: Mutual fund, Insurance, PMS and other Wealth products along with Loan Book
• Acquisition of new HNI & UHNI Client.
• Ensure right- selling by all team members through regular training.
• Ensuring Compliance with regulations.
Skills must have
Acquisition
Client Management
Communications skills
negotiation
presentations
Qualifications
B.Com
MBA
Target Industries
Banking/Financial Services
Insurance
Services
Working Days
6 Days a Week (9:30 AM to 6:00 PM)
Job Nature
Full Time
Gender
No Preference
Thanks and Regards