Financial Planning Advisor

6 days ago

Mumbai, India That's My Job. Full time

We are hiring financial planning advisor.

**We need people who are**

Active Listener.
2. Passionate about making money work harder for clients by

Good Communicator.
4. Willing to take extra steps for clients.
5. Comfortable with Excel & MS Word & PPT
6. Entrepreneur mind set.

**Their Day to Day job will include**

Align Meetings for prospective clients.

Participate in Customer meetings taking Minutes of meetings and engaging clients
3. Working with seniors on proposals for Execution.
4. Execution of solution provided.
5. Aligning, Participating and doing review meetings with existing clients connects.

Finding out and creating opportunities for Financial well-being presentations in SMEs and Corporates.

Participate in cold calling 10%, trade shows and face-to-face networking to develop the client base

Gather current financial holdings to evaluate clients’ financial goals and investment tolerance.

**Job Types**: Permanent, Full-time

**Salary**: ₹25,000.00 - ₹60,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial planning advisor: 3 years (preferred)

**Speak with the employer**
+91 8530813305

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