Sr Lead Advisor - NBFC

We have an urgent requirement with our client please find below mentioned details

Industry - NBFC (MNC)

Location - Pune

Designation - Sr Lead Advisor (individual role)

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 -

We are looking at people with experience in Wealth Domain between 4 years to 12 years.

Sheetal
hCapital