CA/ CFA MBA -Senior Financial / Wealth Advisor Professionals from Financial sector (Banking/Non- Banking)
We have excellent opening with one of our client which has more than 116 years of history providing financial solutions. Kindly revert with updated resume if this opportunity interests you.
Role: Senior Financial/Wealth Advisor Professionals from Financial sector(Banking/Non- Banking)
Key Responsibilities:
- Responsible for HNI client acquisition and managing the overall client relationship
- Wealth Management & Revenue Generation.
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, & to identify any necessary updates.
- prepares and interprets 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
Qualifications
- CA/ CFP/ MBA with at least 5-11 years experience in financial services industry
- A deep understanding of the financial advisory business process
- Proven people, business and project leadership & negotiation experience
- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, & creativity, and excellent communication, relationship & organizational skills
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.
- Ability to work in an individual contributor Role.
- Should have strong client base.
Location: Pune ,Bangalore,Mumbai
Salary : Negotiable.
Contact-
Priyanka Thakur
Mount Talent Consulting, India, APAC & EMEA
Mount Technology Consulting Inc., USA
priyankat@mounttalent.com | Cell: +91- 9560686333 | Website:www.mounttalent.com
Recruitments | Trainings | HR Consulting
Linkedn Profile : : in.linkedin.com/pub/priyanka-thakur/57/1b9/5a1
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