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Financial Consultant

3.00 to 6.00 Years   Bangalore, Chennai   30 Dec, 2021
Vetta Innovations Private Limited
Job LocationBangalore, Chennai
EducationNot Mentioned
SalaryRs 4.0 - 8 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A,Sales / BD
EmploymentTypeFull-time

Job Description

Required Education, Skill Set & Knowledge

  • Graduate / Post graduate 3-6 years of Sales experience in managing partners/distributors/franchisee network of financial products from financial services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance
  • Candidates having AUM (Asset under Management) size of 20cr & above and connect with Mutual Fund distributors/Wealth management companies/IFA/IRA is must. Minimum partners under portfolio should be 50 and above and average clients per partner need to be above 300
  • To prospect, acquire and drive business through partners
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side for com
  • To achieve budgeted targets in terms of number of clients/volume of business &
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client portfolios
  • To contact clients periodically and determine if they are satisfied with the service and returns Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
  • To provide various investment performance reports and summaries to the clients
  • To conduct and assist in organizing seminars, workshops and other business development activities
  • To prepare the MIS reports in the specified formats
  • Increase liabilities size of relationship via balances in accounts of existing customer
  • Ensure profitability of the portfolio: Generate high Income per Customer
Candidate who are individual contributors and have experience in managing Channel Partners/Distributors with at least one of the following should only apply: - Direct Sales, Financial advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.Compensation: 4 8 LPA

Keyskills :
direct salesfinancial servicesfinancial advisorysalesgeneral insurancebusiness developmentfixed depositsfinancial productsportfolio managementwealth management

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