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Financial Advisor - Sales

9 - 14 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 88 Job Views: 474

Job Description

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    Roles and responsibilities 

    "Financial Planning & Advisory

    Client Acquisition & Financial Advisory
    Portfolio review and Risk profiling
    Implementing Integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for HNIClients

    Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities, Investment Banking and Consumer or Business Asset/Loan products.

    Deliver solutions to clients, based on their investment profile in consultation with product & research team. Periodic review of client portfolios, in accordance with established procedures and/or timelines.
    Proactively advise and consult clients explaining the types of financial services available, educate them about investment options and potential risks.

    Identify potential new clients and work with them to build in relationship with the goal of managing their wealth.

    Achieve revenue objectives as assigned by the organization.
    Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry."

    Required Candidate profile


    9 15 years relevant work experience in a Wealth management/Private Wealth platform.
    Post graduate from a premier institute.
    Self-starter, proactive & target oriented.
    Strong networking & relationship building skills.
    Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

    Qualification MBA with minimum 5-20 years of work experience.

    Perks and Benefits 


Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales Executive/Investment Advisor

Employment Type: Permanent Job, Full Time



UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

Suche Consultants

Leading Client
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