Financial Advisor/Sr Financial Advisor

Financial Advisor/ Senior Financial Advisor - Mumbai, Delhi, Bangalore, Chennai, Jaipur, Ludhian

Job Description

Job Title: Financial Advisor/ Senior Financial Advisor

Grade: MII / MIII

Qualification & Experience: MBA, CA,Cost Accountant with 3 to 5 years of experience

Industry: Financial Services, Broking House, Asset Management Companies.

Reports to: Team Leader

Job Summary:

- Grow the Assets under Advice

- Achieve the Revenue Targets

- Client acquisition

Key Responsibilities:

1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

2. To meet the revenue and product mix targets

3. Gateway to any requirement from I-Sec.

4. Recommendation of products as per client requirement.

5. Manage 40 to 50 clients

6. Should generate revenue of 6 – 7 times cost.

7. Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.

8. Should maintain & continuously develop high end client base.

9. To have specialized knowledge on the Private Client Product Suite ,Indian Stock Market,Indian Mutual Funds,Diversified nature of Indian Real Estate market,Fixed income and alternate assets classes like Hedge funds ,Structured products,Fixed income and alternate assets classes like Hedge funds ,Structured products, HNI: Investment Banking & Estate Planning.

10. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received

Skills Required:

1. Client Engagement skills

2. Good Knowledge of Financial Products

3. Good Communication and presentation skills

4. Net working skills, strike relationships and build on contacts.

5. Customer service and process orientation

Those who Meet The Criteria and are interested can Mail Us their Updated Profiles at profusionhr@gmail.com