Financial Advisor

6 days ago

Bengaluru Karnataka, India Big Bee Consultant Full time

Industry: Personal Finance/Financial Planning
KEY RESPONSIBILITIES INCLUDE:
1. Identify client needs and provide them with right financial planning assistance and asset
allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction,
strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth
Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage,
investment planning, or other areas to help them achieve their financial
goals.
5. Implement financial planning recommendations and review clients' accounts and plans
regularly to determine whether life changes, economic changes, environmental concerns,
of financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance,
mutual funds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for client’s information
such as investment performance reports, financial document summaries, or
income projections.
8. Interact with the various teams within the organization such as Research, Financial
Planning, Insurance and Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed
APPLICANT REQUIREMENTS:
1. Comprehensive understanding of finance and financial terms.
2. A passion for meeting people, networking and maintaining relationships.
3. Strong conversational and communication skills
4. Display empathy (customer service should come naturally) and listening skills.
5. Ability to convincingly put across ideas, both orally and in writing
6. Detailed understanding of MS Office - Excel, Power point and Word
7. Attention to detail.
8. Travel within the city and sometimes outside.
- Experience
- 5 - 10 Years
- Salary
- 7 Lac To 20 Lac P.A.
- Industry
- Sales & Marketing / Business Development / Telecaller
- Qualification
- B.B.A, B.Com, M.B.A/PGDM
- Key Skills
- Financial Planning Client Relationship Business Development

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