Financial Advisor

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Financial Advisor / Sr. Financial Advisor – Financial Planning (1-6 yrs.)

Financial Advisor / Sr. Financial Advisor – Financial Planning (1-6 yrs.)
Should have excellent communication skills, relationship building skills, good working knowledge of financial planning. Atleast 1year(s) and above of working experience in online financial service distribution. Should be AMFI Certified; a CFP Certification would be an added advantage.
Job Description:

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers.

Analysing information & preparing plans best suited to individual client requirements.

Monitoring & reviewing plans with clients with news of new financial products or changes to legistation that may effect their savings & investments.

Deepen the relationship by cross selling Mutual Fund Products & Services according to customer needs.

Strong analytical ability, comprehensive fiscal knowledge & customer service skills to help the client assess their financial assets, determine their financial goals & weigh their economic resources to take investment decisions.

Should hep client to assess how aggressive they can be with investments & amount the risk they can bear considering the client’s long & short-term goals, family status, age, employment & expenses.

Conducting in-depth review of client’s financial circumstances, current provision & future aims.

Educational Qualification
Should be AMFI Certified; a CFP Certification would be an added advantage.
Please Note- Since our client is SEBI registered company it is a basic requirement to clear NISM – Investment Advisor Level-1 certification for Financial Advisor post, please be informed that you have to clear it if selected for the job.
Landmark :
Near Sector 16 Metro station

ID #4128 Location India Industry Insurance Type Full Time Role Financial Advisor Career Level Junior Presence Office

Required Skills

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2 Languages
Hindi (Native)
English
Understanding
Speaking
Writing

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