Lead/Sr Lead Financial Advisor - HNI/UHNI

LOOKING FOR CANDIDATES WITH 3+YRS OF EXP IN SALES FOR WEALTH PRODUCTS, ACQUIRING HNI/UHNI (ITS AN INDIVIDUAL ROLE).

PRODUCT: Mutual fund, Insurance, PMS and other Wealth product.

Salary: 6-20 Lacs Fixed.

Location: Mumbai/ Pune.

Education: MBA/ PG or any other qualification.

Key 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

Manju Radhakrishna