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 transparent financial plans for new and existing clients.
Adhere to strict risk management procedures.

Identify financial requirements and develop clear financial plans for recent 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 recent 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