Salary ₹15,000 a month job type full-time
Full job description
Ø will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Ø acquisition , financial advisory, portfolio management, investment advisory, and wealth management with product experience in mutual fund, sip, fixed income, general insurance, and pms, currency, commodity etc.
Ø procuring the potential clients through networking, database, market analysis and references.
Ø generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Ø managing and improving relationship values through latest updates & development in market.
Ø liaison with operations team to resolve queries and revenue generation.
Ø comply with organizational guidelines and norms.
Ø cross-sell products and services to both new/existing hni & ultra hni clients as per their lifestyle, risk profiling and requirements through financial planning process.
Ø identifying, acquiring, developing and maintaining customer relationships.
Ø maintaining up to date knowledge of competitor activity, products and services.
Desired competencies for all the position
O adequate knowledge financial products like equity, commodity, currency, mutual funds, ipo’s , loans and insurance
O excellent communication skills
O excellent objection handling and conflict management skills
O excellent relationship management skills
O efficient selling skills.
O nism certified candidates will be preferred.
Others: two- wheelers will be preferred.
Job type: full-time
Pay: from ₹15,000.00 per month
Ability to commute/relocate:
Patna, patna - 800001, bihar: reliably commute or planning to relocate before starting work (required)
Investment management & financial advisory occupations: 1 year (preferred)
Total work: 1 year (preferred)
Hiring 9 candidates for this role
Posted 30+ days ago