Financial Advisor – Delhi 3.5 – 5.5 Lakhs Sales & Marketing Thursday, 4 August 2016 No Comment

Job Summary

Locations:

Delhi

Nationality:

India

Experience:

1 – 3 years

Keywords / Skills :

Must have account management Acquisition broking Business Development Client Management Communications skills compliance Development Eye for detail financial planning Functions growth management MANAGING market knowledge negotiation

Education:

B.Com

Stream:

Commerce

Function:

Finance & Accounts

Role:

Finance Manager

Industry:

Banking/ Financial Services

Summary:

Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients.• This position holder will be responsible for managing key relationships and ensures business develop

Posted On:

4th Aug 2016

Responsible for achieving Sales for wealth products,

• Acquiring HNI/UHNI (its an individual role).

PRODUCT: Mutual fund, Insurance, PMS and other Wealth products along with Loan Book

• Acquisition of new HNI & UHNI Client.

• Ensure right- selling by all team members through regular training.

• Ensuring Compliance with regulations.

Must have account management Acquisition broking Business Development Client Management Communications skills compliance Development Eye for detail financial planning Functions growth management MANAGING market knowledge negotiation

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Financial Advisor – Delhi 3.5 – 5.5 Lakhs Sales & Marketing

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