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| Job Location | Navi Mumbai |
| Education | Not Mentioned |
| Salary | Rs 1.0 - 3.0 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Finance / Accounts / TaxInvestment Banking / M&A |
| EmploymentType | Full-time |
Dear Candidate,Following are the criteria,Opening for Designation:- Growth ManagerIndustry Type :- FinanceFunctional Area :- Financial AdvisorQualification -: Graduation & CFP (Certified Financial Planner) CFA ( Chartered Financial Analyst)Skill Requirement -:1.Knowledge of financial products viz. Mutual Funds, Insurance etc and managing people can prove to be of great help.2. Must be computer literate.3. Ability to work well either alone or as part of a team.4. passionate about sales and extrovert, likes to meet people.Min.Exp. FresherMax.Exp. 5 years experience as a professionalLocation:-Goregaon & ThaneCTC:- 20-30k MonthlyGender :- Male/ FemaleShift:- DayJob responsibilities:-Accountable for acquisition of High net worth and retail clients.Responsible for identifying customer needs and assessing their risk appetite.Responsible for providing Financial Planning advice to new clients.Responsible for cross selling products like Insurance, Mutual funds and so on to the existing set of customers and building depth within the existing relationships.Active interaction with premium clients and advising them on their portfolio and act as an interface between Company and clients.Dynamic monitoring of client positions and passing on investment strategies and will be responsible for client profitability.Provide regular updates to the immediate superior as and when required.Analyzing and researching the products offered to the clients.If you have family and friends who would be interested in joining kindly send in the CV at : pc.wfhr@gmail.com Or can Give a call at :+91 9819247567Mrs:-Pooja C.WORKFORCEHR Team
Keyskills :
interfacecfpinsurancefinanceretailsellingcfanetampacquisitionindustryinancialplanningadvicefinancialadvisorcertifiedfinancialplanneranalystcrossprivatebankinggrowthmanagerfinancialplanningwealthmanagementinvestmentproductsmutualfunds