Sr Lead Advisor - BFSI

Urgent opening for Sr. Lead Advisors in a Leading Financial Advisory Firm

LOOKING FOR CANDIDATES WITH 5+YRS OF EXPERIENCE IN CLIENT ACQUISITION (Individual Role).

Location: Greater Noida/ Gurgaon

Products Required:

- Mutual Fund, Bonds, Life Insurance/ General Insurance, PMS, Private Equity and related wealth product.

Qualifications

- CA/ CFP/ MBA/Graduate with 5-10 years experience in financial services industry.

Job Requirement:

- Extensively Managing a portfolio of 20CR+ AUM.

- Client Acquisition and Client Management

Job Responsibilities:

- Preparation of investment performance reports, financial document summaries, and income projections.

- Responsible for client acquisition and managing the overall client relationship

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

ITS AN INDIVIDUAL PROFILE

Interested candidates can send your resume at consult@hcapital.in

Manju Radhakrishna
hCapital