
Financial Planning Specialist
3 days ago
Job Title: Financial Planning Specialist
Wealth Advisors play a vital role in helping clients achieve their long-term financial goals. Key responsibilities include:
Main Responsibilities:
- Develop and implement daily work plans prioritizing high-potential leads based on the wealth advisory funnel and size.
- Identify suitable wealth management products that align with clients' investment objectives.
- Engage with potential customers, focusing on high-quality lead conversions.
- Proactively follow up on assigned leads, providing progress updates and mitigation plans to achieve results.
- Collaborate closely with senior team members to meet objectives and contribute to team performance by sharing best practices.
- Disseminate learnings and good practices across teams to encourage knowledge sharing and rewards.
Requirements:
- Bachelor's degree is mandatory.
- At least 0.6-3 years of experience within a wealth management environment, preferably in a proactive role in BFSI/Finance/Marketing sector.
- Fluency in English, Hindi, and one regional language.
- Excellent verbal and written communication skills.
- High degree of accuracy.
- Willingness to work extra hours when necessary and attend company meetings outside regular working hours.
About Us:
We are a leading provider of financial services, dedicated to delivering exceptional client experiences. Our team of experts is committed to helping individuals achieve their financial goals through personalized advice and guidance.
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