DUTIES AND RESPONSIBILITIES:
Responsible for acquisition and maintenance of relationship with HNI clients.
Responsible for revenue generation.
Assist clients in online submission of their financial information
Explaining financial plan reports to the clients
Develop product and financial planning knowledge to engage clients.
Ability to converse and convince clients through telephonic, E-mail & chat communication.
Excellent verbal and written communication skills in English.
Accuracy, attention to detail and the ability to explain complex information with clarity and simplicity.
Strong negotiation and presentation skills.
A good team player with positive attitude
Strong analytical and Problem-solving skills
Education: Graduate- B. Com /BBA /M.COM/ MBA /CFP /AFP
Experience- 2-4 years work experience as Relationship Executive/Relationship Manager/Financial Advisor/ in sectors like Banking, Stock Broking, NBFC, Mutual Funds, Insurance & Wealth Management.
Language- Intermediate English (Expert in regional languages will be an added advantage)
Desired Candidate Profile
Please refer to the Job description above
UG: B.Com - Commerce, Any Graduate - Any Specialization, B.B.A / B.M.S - Management
PG:MBA/PGDM - Any Specialization, PG Diploma - Any Specialization, M.Com - Commerce, ICWA (CMA)
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PROGNO FINANCIAL PLANNING SYSTEMS (P) LTD
Progno Financial Planning Systems (P) Ltd, founded in 2012, is a Fintech company focussed in technologies for wealth management.
The company owns PrognoAdvisor.com, an automated online financial planning platform. It uses multiple algorithms to generate financial advice after analysing financials of an individual who register with it. It works on Freemium model where part of the services is free and part are subscription based. It does not sell any financial products.
The company is recognised as a Start Up by DIPP and has received seed fund assistance from KSIDC. The company is a winner of HOT 100 Technology 2017 awards.
Prognoadvisor.com is designed to help the common man make informed and sensible financial decisions. Prognoadvisor.com brings the conventional financial planning process that is lengthy, expensive and inaccessible to the public at large into a digital, affordable and customizable mass product giving the comfort of accessing anywhere, anytime.
The technology of prognoadvisor.com ensures that advice on personal financial matters such managing cash flow, debt, investment, tax, retirement, insurance and estate is available through user friendly applications on web and mobile devices. Progno works on a freemium model where the analysis is free and advice is chargeable.
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