Opening for the position of Branch Manager.
Looking for candidates with AUM not less than 10 crore & dealing with financial products like Bond/ mutual Fund/ insurance only.
Job Responsibilities:
- Responsible for client acquisition and managing the overall client relationship
- Responsible for overall performance of the team and goal achievement
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.
- Research and investigate new investment opportunities to determine relevance for clients
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Sell financial products such as bonds, mutual funds, and insurance.
- Conduct seminars and workshops on financial planning topics
Job Qualifications:
- CA/ CFP/ MBA with 8-10 years experience in financial services industry
If interested then kindly revert back with your updated Resume with the following details on consultant020@hcapital.in
Current CTC:
Expected CTC:
Notice Period:
Nazneen Siddiqui
hCapital- Executive Search
Didn’t find the job appropriate? Report this Job