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| Job Location | Gurugram |
| Education | Not Mentioned |
| Salary | Rs 1.5 - 4.0 Lakh/Yr |
| Industry | Recruitment Services |
| Functional Area | General / Other Software |
| EmploymentType | Full-time |
-Sales and distribution of financial products like mutual funds / portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures. -Sales and distribution of life and non life insurance products across all insurance companies in India-Offer advisory on primary and secondary real estate opportunities and mortgage products. -Responsible for new client acquisition and managing the overall client relationship. -Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans. -Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. -Prepare and interpret client s information such as investment performance reports, financial document summaries, and income projections.-Answer clients questions about the purposes and details of financial plans and strategies. -Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages. -Conduct seminars and workshops on financial planning topics Qualification: -BBA/B.COM/ FRESHER/ or 1 year experience in financial services industry. -Very strong sales and people skills with an ability to handle large client portfolios. -A deep understanding of the financial advisory business process -Proven people, business and project leadership & negotiation experience -Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills About the Company: -Bridge Investment Advisors is a boutique financial planning and advisory firm set up to help individuals and families achieve their financial aspirations.Salary1 Lac 50 Thousand To 4 Lac P.A.IndustryBanking / Investments / Stock Market / Financial ServicesWork Experience0 - 3 YearsQualificationOther Bachelor Degree,
Keyskills :
salesmarketing business developmentbanking insurancemutual funds sales new client acquisitionfixed income derivatives