Posted By
Posted in
Banking & Finance
Job Code
120801
Our client is one of the leading financial services industry
Location : Mumbai
Designation : Senior Lead Advisor
JD:
- Responsible for client acquisition and managing the overall client relationship
- 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
Desired Candidate Profile : 5-15 Years of Exp in handling wealth management products I.e; mutual funds, pms , life insurance , equity
Interested Candidates may forward your CV with below mentioned details in the cover letter -
Current CTC (Fixed + Variable):
Expected CTC:
Notice period:
Individual AUM size:
Name of Financial products handled:
Shilpa
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Posted By
Posted in
Banking & Finance
Job Code
120801