Strategic Financial Consultant
4 weeks ago
Migrate to a leading financial services firm, Arting Digital Private Limited, and seize the opportunity as a Strategic Financial Consultant in our Mumbai office.
Salary Range: ₹5,00,000 - ₹25,00,000 per annum
About the Role
As a Strategic Financial Consultant, you will be responsible for managing an established book of business, focusing on high-value clients and expanding their portfolios through personalized solutions. Your expertise in PMS, Mutual Funds, AIF, and Insurance products will enable you to effectively meet client needs and drive revenue growth.
Key Responsibilities
- Clients Management: Develop and maintain strong relationships with existing clients, identifying opportunities to enhance their investment portfolios and provide tailored advice.
- Target Achievement: Consistently meet or exceed targets related to trading, order punching, client acquisition, cross-selling, and revenue generation.
- Product Knowledge: Demonstrate in-depth knowledge of financial products, including PMS, Mutual Funds, AIF, and Insurance, to deliver exceptional client service and drive business growth.
- Communication and Engagement: Utilize excellent communication skills to engage with clients, building trust and ensuring positive outcomes.
- Career Consistency: Maintain a stable career history, currently employed without gaps, to demonstrate a strong commitment to your profession.
Requirements
- Proven experience in the financial sector with a track record of achieving targets.
- Strong understanding and hands-on experience with financial products, including PMS, Mutual Funds, AIF, and Insurance.
- Excellent communication and relationship-building skills.
- A stable career history, currently employed without gaps.
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