Individual Financial Advisor

7 days ago

Hyderabad Telangana, India Clini launch Research Institute Full time

Passion for channel business, relationships and qualitative value addition in business IFA’s and their clients, competition, other stakeholders
**ROLES & RESPONSIBILITIES**:
- **1.**Empanelment of IFAs based on Eligibility criteria designed by the company.Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s
**2.** Providing continuous support to the IFAs on day on day
**3.** Drive IFA Engagement processTimely Resolution of IFA’s queries
**4**. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
**5**. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
**6. **To conduct and assist in organizing seminars, workshops and other business development activities.
**JOB SPECIFICATIONS REQUIRED**:Qualifications: - **An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
**Desired Skill Set**:
**1.** Ability to inspire trust and confidence in clients.
**2**. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
**3. **A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
**5.** Good oral and written communication skills with clarity of thought, speech and expression
**6.** Good interpersonal skills

**7. ** Good Analytical Skills General Competencies:
**8.** Positive attitude, socially effective, high level of perseverance and patience
**9. ** Assertive & hard working
**10**. Result oriented

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

Pay: ₹600,000.00 - ₹800,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Application Question(s):

- Do you have experience in franchisee handling and worked on IP products?

**Experience**:

- total work: 4 years (required)

Work Location: In person

**Speak with the employer**
+91 8951019952

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