Job Description

Education: Postgraduate (AFP / CFP preferred) with NISM XA XB

Industry: Personal Finance / Financial Planning.

JOB DESCRIPTION:

Responsible for providing accurate analysis for new and existing clients as well as handling all

sales administration including pricing, query handling, internal documentation and build strong

relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:

1. Identify client needs and provide them with right financial planning assistance and asset

allocation with the help of our Research & Financial Planner team.

2. An advisor needs to expand existing client relationships, improve client satisfaction,

strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth

Management while acquiring new clients as well.

3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.

4. Recommend to clients strategies in cash management, insurance coverage,

investment planning, or other areas to help them achieve their financial

goals.

5. Implement financial planning recommendations and review clients' accounts and plans

regularly to determine whether life changes, economic changes, environmental concerns,

of financial performance indicate a need for plan reassessment.

6. Manage client portfolios which include products ranging from insurance,

mutual funds, hedge funds, real estate and fixed income.

7. Keeping client plans up-to-date and prepare or interpret for clients information

such as investment performance reports, financial document summaries, or

income projections.

8. Interact with the various teams within the organization such as Research, Financial

Planning, Insurance and Operations to ensure prompt supply of information to the client.

9. Any other ad-hoc duties as directed
  • Experience

    5 - 10 Years

  • No. of Openings

    5

  • Education

    Professional Degree

  • Role

    Financial Advisory

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    Mumbai, Bangalore, Hyderabad

About Big Bee Consultant

Bnksvee Consultant Pvt. Ltd. is one of the eminent placement agencies that are actively involved in rendering reliable placement/recruitment solutions to the clients. Ms. Bindu Thakur, the respected owner, laid the foundation stone of the company in the year 2011 with a motive to assist the job seekers as well as budding organizations. Under the guidance of our diligent owner, we have been able to deliver streamlined placement solutions to our valuable clients with sheer professionalism. Our office is deeply rooted in New Delhi (India) and we are blessed with committed and dedicated personnel that strive to fulfill all the clients requirements, efficiently. As a client-centric company, we have designed our business operations flexibly so that we can tailor our services to meet the expectations of our clients.
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