Wealth/Financial Advisor - HNI

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-
Poonam
Mount Talent Consulting, India, APAC & EMEA
Mount Technology Consulting Inc., USA
poonam.verma@mounttalent.com | Cell: +91-8800427979 | Website:www.mounttalent.com
Consulting | Trainings | Recruitments
IM on Google: poonam.verma@mounttalent.com