- Achieve performance targets by bringing clients through the advice process.

Develop client relationships with new and existing clients.
- Establish and develop relationships with staff in supporting organisations.
- Provide professional best advice in developing clear financial plans for recent and existing clients.
- Adhere to strict risk management procedures.

Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products. Ensure that the highest level of customer service is provided on a consistent.

Develop relationships with new and existing clients in line with targets.

Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements

- Strong business development element to this role - generation of new leads/client relationships is key.

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits

- Flexible schedule

Work Location: In person

📌 Advisor (Lucknow)
🏢 ABC CONSULTANTS
📍 Lucknow