0 - 3 Years
-Sales and distribution of financial products like mutual funds / portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures.
-Sales and distribution of life and non life insurance products across all insurance companies in India
-Offer advisory on primary and secondary real estate opportunities and mortgage products.
-Responsible for new client acquisition and managing the overall client relationship.
-Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.
-Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
-Prepare and interpret client’s information such as investment performance reports, financial document summaries, and income projections.
-Answer clients' questions about the purposes and details of financial plans and strategies.
-Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.
-Conduct seminars and workshops on financial planning topics
-BBA/B.COM/ FRESHER/ or 1 year experience in financial services industry.
-Very strong sales and people skills with an ability to handle large client portfolios.
-A deep understanding of the financial advisory business process
-Proven people, business and project leadership & negotiation experience
-Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills
About the Company:
-Bridge Investment Advisors is a boutique financial planning and advisory firm set up to help individuals and families achieve their financial aspirations.
|Salary||1 Lac 50 Thousand To 4 Lac P.A.|
|Industry||Banking / Investments / Stock Market / Financial Services|
|Work Experience||0 - 3 Years|
|Qualification||Other Bachelor Degree|
Shanvi Staffing And Training Services
|About Company||Our team of expert headhunters will find you the best candidates for your job opening. Our clients witness an offer rate of 80% among our candidates. For priority listings, we provide a turnaround time of a single day.|