Financial Advisory

1 month ago

Mumbai, India 2coms Full time
Profile Name: Financial Advisor

Location- Kandivali- Mumbai

 

Responsibilities:


·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.

·         Answering client questions about financial plans and strategies and giving financial advice.

·         Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

·         Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

·         Analysing financial data received from clients to develop strategies for meeting clients' financial goals.

·         Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

·         Implementing financial plans or referring clients to professionals who can help them.

·         Managing and updating client portfolios.

·         Contacting clients periodically to discover changes in their financial status.

·         Building and maintaining your client base.

·         Respond to prospective customer queries about financial planning.

·         Monitor client accounts &identify new opportunities.

 

Requirements and Skills:

·         Bachelor's degree in business, finance, or related field.

·         NISM Level 2 Certification.

·         CFP designation preferred.

·         Knowledge of mutual funds, securities, and insurance industries.

·         Experience providing quality financial advice.

·         Possess strong knowledge of the investment business and strong understanding of financial planning concepts.

·         Proficient in Office 365 especially Excel and Powerpoint.

·         Experience in CRM platforms (Zoho Preferred).

 

Leadership Qualities: Manager

·         Be a team player.

·         Head a team of highly skilled Financial Advisors.

·         Overlook day to day operations.

·         Liaise with various departments to create synergy.

·         Brainstorm with the management for innovative ideas and implementation.

·         Exceed targets to achieve company’s long-term goals.

 

Leadership Qualities: Supervisor

·         Be a team player.

·         Supervise a team of highly skilled Financial Advisors.

·         Ensure smooth functionality of day-to-day operations.

·         Work closely with the Manager to achieve goals and objectives.

·         Achieve individual and team targets for a better career growth.



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