Financial Advisory
1 week ago
Location: Kandivali, Mumbai
Responsibilities:
- Communicate with clients to gather necessary information for financial planning
- Address client inquiries and provide financial advice
- Recommend strategies in insurance coverage, investment planning, and cash management
- Regularly review client accounts and plans for necessary adjustments
- Analyze financial data to develop appropriate strategies
- Prepare financial summaries, reports, and projections
- Implement financial plans or refer clients to experts
- Manage and update client portfolios
- Monitor changes in clients' financial status
- Build and maintain client relationships
- Respond to customer inquiries about financial planning
- Identify new opportunities and manage client accounts
Requirements and Skills:
- Bachelor's degree in business, finance, or related field
- NISM Level 2 Certification
- CFP designation preferred
- Knowledge of mutual funds, securities, and insurance industries
- Experience in providing high-quality financial advice
- Strong understanding of investment business and financial planning concepts
- Proficiency in Office 365 tools, especially Excel and PowerPoint
- Familiarity with CRM platforms, Zoho preferred
Leadership Qualities - Manager:
- Team player mindset
- Lead a team of skilled Financial Advisors
- Supervise daily operations
- Collaborate with various departments for synergy
- Contribute innovative ideas and assist in their implementation
- Achieve company's long-term goals by surpassing targets
Leadership Qualities - Supervisor:
- Team player attitude
- Supervise a team of skilled Financial Advisors
- Ensure smooth daily operations
- Work closely with Manager to meet goals
- Achieve personal and team targets for career advancement
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