Financial Planner

Ingenetus

0 - 5 Years
3 Openings
Not Disclosed
Dwarka Delhi
Face-to-Face interview

Key Skills

Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in

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Job Description

Required Candidate Profile:

 Strong communication and interpersonal skills and the ability to build and maintain long-term

relationships with clients.

 Candidate should have a network of existing clients and corporates with a strong relationship.

 Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its

growth and profitability drivers.

 Certification in NISM and CFP is an added advantage.

 The candidate will be responsible to generate a lead and take it to closure by working along

with the Operation and Sales backend team.

 Create and enforce plans that will help meet the needs of clients.

 Must be self-motivated, flexible and able to manage several jobs at one time.

 Willingness to dwell in Start-up Culture.

 Should have a laptop for work.

Roles and responsibilities:

1. Existing Client Relationship Management

- Managing the existing clients of Ingenetus which includes any service-related, operational or

sales-driven requests.

- Driving New Business from our existing clients for various financial services

- Financial technical analysis of various financial options available like, Mutual Funds, Loans,

Insurance, etc.

2. New Client Acquisition

- Responsible for generating leads and conversion through either or all of the following

channels

i) Cold Calls

ii) Conducting Financial Awareness Programs

iii) Referential Calling

Other responsibilities:

- Meeting the clients and doing the initial screening

- Sales Conversion

- Managing various MIS

- Onboarding prospects from the candidate's existing network

- Utilizing Corporate networks to hold Financial Awareness Programs

- Presenting achievement through performance reviews

Experience
0 - 5 Years
No. of Openings
3
Education
Any Bachelor Degree
Role
Financial Planner
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Ingenetus

It is an online portal that provides various investment options across a wide range of financial products and services, to meet your financial goals. We have a dedicated team of expert advisers who are always there to serve all online visitors and investors on a one-to-one basis. We believe that protection of your portfolio is a prime job & it needs to be addressed with knowledge and We use a wide range of products to achieve the dreams of our clients like Mutual Funds, Fixed Income, PMS etc. We strongly recommend and use Mutual Funds in every clients portfolio creation.