- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client s financial goals. Job involves working with reasonable targets
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events
- Conducting workshops in organizations as part of go-to market strategy
- Will be required to eventually build and manage a team
Qualifications
- Postgraduate in any discipline
- Certified Financial Planner (CFPCM)
I Certifications in NISM X-A and X-B
- Minimum 3 years of industry experience
- Candidates with experience in financial services industry is mandatory
Required Skills-
- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a easy manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships