Financial Planing Manager Banca Channel

0.00 to 4.00 Years Korba 05 Mar, 2020

SForce Services Hiring For SForce Services

Job Location	Korba
Education	Not Mentioned
Salary	Rs 1.5 - 2.5 Lakh/Yr
Industry	Banking / Financial Services
Functional Area	Sales / BDProduct Marketing
EmploymentType	Full-time

Job Description

Job Duties:

Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Obtains clients commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Monitors clients financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Skills and Qualifications:

Corporate Finance, Financial Diagnosis, Financial Operations, Financial Planning and Strategy, Financial Skills, Financial Software, Selling to Customer Needs, Informing Others, Financial Licenses, Analyzing Information , Business Knowledge
Minimum 6+ month experience in any sales or marketing
Graduation is compulsory
local Candide

Keyskills :
marketing salesmanagementconsulting lifeinsurance stockmarket mutualfunds equitysales salespresentations outsidesales telecomsales relationshipmanagement fieldsales salesworkshops insurance automobile equitycapitalmarkets salesgrowth field

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Financial Planing Manager Banca Channel

Job Description

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