Lead/Sr Lead Advisor - BFSI

Hiring Lead Advisor / Sr Lead Advisor for a Leading Financial Service Organisation

Job Responsibilities:

- Responsible for client acquisition and managing the overall client relationship

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Sell financial products such as bonds, mutual funds, and insurance.

Desired Profile

- 8-15 years experience in financial services industry.

- A deep understanding of the financial advisory business process.

- Proven people, business and project leadership & negotiation experience.

Contact - anjali.r@spectral.in