Sr Lead Advisor - BFSI

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