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Financial Advisory
4 weeks ago
CompanyName: Ten quints Bwize
Website:LocationKandivaliMumbai
Tenquints is a startup specializing in Financial Advisory &Services with anaimtoenable individuals to create and manage their wealth to achieveearly financial Independence with qualitative advisory and servicesto live a secure and selfsufficientlife.
Ourorganization is looking for experienced Financial Advisors toassist our clients in evaluating and managing their financialportfolios and advise them on various investmentstrategies.
Hereis your opportunity to become a part of one of the fastest growingfinancial centres in India. The successful candidate will providesavings and protection solutions to help clients plan for all oflife s circumstances both expected and unexpected. If you relooking for a chance for great income potential independence andflexibility we encourage you to applytoday.
Responsibilities:
Talkingto clients to determine theirincomeexpenses insurance coverage financial objectives tax planning risktolerance or other information needed to develop a financialplan.
Answeringclient questions about financial plans and strategies and givingfinancialadvice.
Advisingstrategies for clientsininsurancecoverageinvestmentplanningcashmanagementand other areas to help them reach financialobjectives.
Reviewingclient accounts and plans on a regular basis to understand if lifeor economic changes situational concerns or financial performancenecessitate changes in theirplan.
Analysingfinancial data received from clients to develop strategies formeeting clients financialgoals.
Preparingor interpreting financial document summaries investment performancereports and income projections forclients.
Implementingfinancial plans or referring clients to professionals who can helpthem.
Managingand updating clientportfolios.
Contactingclients periodically to discover changes in their financialstatus.
Buildingand maintaining your clientbase.
Respondto prospective customer queries about financialplanning.
Monitorclient accounts &identify newopportunities.
RequirementsandSkills:
Bachelorsdegree in business finance or relatedfield.
NISMLevel 2Certification.
CFPdesignationpreferred.
Knowledgeof mutual funds securities and insuranceindustries.
Experienceproviding qualityfinancialadvice.
Possessstrong knowledge of theinvestmentbusinessand strong understanding offinancialplanningconcepts.
Proficientin Office 365 especially Excel andPowerpoint.
Experiencein CRM platforms (ZohoPreferred).
LeadershipQualities:Manager
Bea teamplayer.
Heada team of highly skilledFinancialAdvisors.
Overlookday to dayoperations.
Liaisewith various departments to createsynergy.
Brainstormwith the management for innovative ideas andimplementation.
Exceedtargets to achieve company s longtermgoals.
LeadershipQualities:Supervisor
Bea teamplayer.
Supervisea team of highly skilled FinancialAdvisors.
Ensuresmooth functionality of daytodayoperations.
Workclosely with the Manager to achieve goals andobjectives.
Achieveindividual and team targets for a better careergrowth.
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Mumbai, Maharashtra, India 2coms Full timeProfile Name:Financial AdvisorCompany Name:Ten Quints BwizeTenquints is a startup specializing in Financial Advisory & Services with the aim to enable individuals to create and manage their wealth to achieve early financial independence with qualitative advisory and services to live a secure and self-sufficient life.Our organization is looking for...
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