
Financial Planning Manager
7 days ago
Aditya Birla Capital
Kolkata park street.
Job Description
Job Purpose:
Providing strategic advice across a variety of financial products and services.
Assessing client's overall financial picture, understand their needs and develop a solid financial plan.
Guiding clients towards a profitable and secure financial decision.
The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.
Key Responsibilities :
1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.
2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.
3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.
Prerequisites :
- Communication Skills, fluency in the local Language, willingness to travel in the designated city, strong interpersonal skills, and goal orientation
What's in it for you :
- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.
Qualifications :
1. Male/Female
2. Fresher & Experience
3. Can work individually and in a team
4. Good communication skills
5. Fresher or work experience
Location : Kolkata park street
We would be pleased to meet with you for further inquiries.
5 Days WorkingFlexible TimingDay Shift
Spotlight
- Rewards & recognition, Performance bonus, Health & insurance, Health insurance
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