Financial Services Consultant

3 weeks ago


Mumbai, Maharashtra, India Seven52 Recruiters Full time

About Seven52 Recruiters: Our client is a renowned financial services provider dedicated to delivering reliable, efficient, and responsible products to their clients. With over 20 years of experience, they offer a wide range of financial and business services.

Role & Responsibilities:

  • Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and investment preferences.
  • Provide personalized investment advice and asset allocation strategies based on clients' risk tolerance, financial objectives, and market conditions.
  • Drive new business development by identifying and acquiring new clients through prospecting and networking activities.
  • Stay abreast of market trends, economic indicators, and investment products to offer informed recommendations to clients.

Requirements:

  • Graduate/Post Graduate in Marketing & Sales
  • Proficient in understanding financial planning and investment strategies
  • Excellent communication and interpersonal skills
  • Able to work effectively in a team environment

Estimated Salary: ₹1,200,000 - ₹1,800,000 per annum

Job Location: Thane West



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