* Job Description for Financial Planning Associate
* Providing strategic advice across a variety of financial products and services.
* Oversees the operations of the system, including managing staff, developing business strategies, and maintaining client relationships
* Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.
* Guiding clients towards a profitable and secure financial decision.
* The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.
* Key Responsibilities :
1.
To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.
2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.
3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.
* What's in it for you :
1. - Prospect to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.
2. - Opportunity to progress to the position of Branch Manager, at the end of 12 months.
* Location : Kolkata park street We would be pleased to meet with you for further inquiries.
Apply on Kit Job: kitjob.in/job/4qsnhe
📌 Financial Planning Associate (Kolkata)
🏢 Aditya Birla Capital
📍 Kolkata
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