What’s the role?

The role envisages key contributions in building the customized financial planning for individual subscribers & and sustain relationship with clients.

Your day-to-day activities will include

  • Assess individual customer’s (HNI & Retail) financial strengths & expenditure commitments
  • Identify key opportunities to improve individual customer’s financial position in future
  • Identify suitable savings & investment portfolios to suit customer’s plans
  • Build strong relationship with clients and earn the trust

What Knowledge, Skills & Experience We Need

  • BA/BCom/MBA/CFP (Certified Financial Planner)
  • Minimum 2 years of experience in providing personal financial planning through any agency / financial institute offering individual plans
  • Financial planning experience & exposure in Brokerage house / Wealth Management  / or a Banking & Financial company will be preferred
  • Should have good conversational English proficiency
  • Should know the financial planning knowledge and current market personal financial products / insurance products
  • Innovative approach to build alternative financial plans for individual clients personal needs.
  • Financial Acumen
  • Sales & Business Development
  • Corporate Relationships
  • Negotiation Skills

To express your interest in this opportunity, don’t delay; please click apply now.

Tell me more

  • Location: Hyderabad
  • Rate: Competitive
  • Work Pattern: Full time
  • Start Dates: Immediately
  • Duration: Long term opportunities