Ingenetus

3 days ago

Delhi, Delhi, India Bz consultant Full time ₹ 36,000 - ₹ 72,000 per year
Profile -Financial Planner
Location - Delhi Salary- 3 to 6 LPA Exp - 6 months to 2 years
Required Skills: Financial Sales,Financial Analysis,Financial Modeling,Relationship Management
Required Candidate Profile:  
  1. Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
  2. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
  3. Certification in NISM and CFP is an added advantage.
  4. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
  5. Create and enforce financial goal plans that will help meet the needs of clients.
  6. Must be self-motivated, flexible and able to manage several jobs at one time.
  7. Willingness to dwell in Start-up Culture.
  8. Should have a laptop for work.
  Roles and responsibilities: 1. Existing Client Relationship Management
  • Managing the existing clients of Company which includes any service-related, operational or sales-driven requests.
  • Driving New Business from our existing clients for various financial services
  • Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.
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Additional responsibilities:
  • Meeting the clients and doing the initial screening of the client's portfolio
  • Cross-selling of various financial instruments to the clients depending upon their needs
  • Managing various MIS
  • Onboarding prospects from the candidate's existing network
  • Utilizing Corporate networks to hold Financial Awareness Programs

  • Private Wealth Manager

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