- Understand clients' financial goals, priorities and existing financial commitments.
- Conduct structured financial-need discussions with prospective clients.
- Assist clients in developing suitable financial protection and savings strategies.
- Build and maintain long-term relationships with clients.
- Develop current client relationships through references, networking and business-development activities.
- Conduct client meetings face-to-face as well as virtually.
- Provide ongoing service and relationship management to existing clients.
- Work towards individual business and performance objectives.
- Maintain professional standards and follow applicable company processes and compliance requirements.
Who Can Apply?
We welcome applications from:
- Fresh graduates looking to build a career in financial services
- Experienced professionals seeking an additional income opportunity
- Sales / Business Development professionals
- Banking / Insurance / Mutual Fund / Financial Services professionals
- Relationship Managers / Customer Relationship professionals
- Entrepreneurs and self-motivated individuals
- Professionals with a strong personal or professional network
Minimum Qualification: 10th Pass
Age: 26 years - 65 years
We are looking for someone who is:
- Confident and comfortable communicating with people
- Relationship-oriented rather than purely sales-oriented
- Self-driven and target-focused
- Willing to learn financial planning concepts
- Comfortable meeting clients and developing professional relationships
- Interested in building a performance-driven long-term career