Senior Financial Advisor
2 weeks ago
Company Overview
Hensex Securities Pvt. Ltd. is a leading financial services provider in India, committed to innovation and excellence. With a diverse client base, we cater to the needs of retail customers, high net worth individuals, and corporates. Our headquarters in Jodhpur serves as a hub for our nationwide network.
Job Overview
The Senior Financial Advisor will be responsible for fostering strong relationships with existing clients, while identifying and developing new business opportunities. Based in Vadodara, this full-time role offers a competitive salary commensurate with qualifications and experience. The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients. Key qualifications include at least 5 years of experience in a similar role, excellent CRM skills, and a proven ability to generate leads and drive business growth.
Key Responsibilities
- Client Relationship Management: Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.
- New Business Development: Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.
- Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.
- Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FDs, aligned with clients' risk profiles and objectives.
- Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by the client.
- Compliance and Risk Management: Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.
How to Apply
Interested candidates should submit their updated resume and a cover letter highlighting their relevant experience and achievements to gauri.mathur@Hensex.com
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