Required Candidate Profile:
- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
- Candidate should have a network of existing clients and corporates with a strong relationship.
- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth
- and profitability drivers.
- Should have excellent team management skills.
- Certification in NISM and CFP is an added advantage.
- The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
- Create and enforce plans that will help meet the needs of clients.
- Must be self-motivated, flexible and able to manage several jobs at one time.
- Willingness to dwell in Start-up Culture.
- Should have a laptop.
Roles and responsibilities:
- Managing the organization's existing clients, including any service-related, operational or sales-
- driven requests. Moreover, drive new business from our existing clients for various financialservices.
- Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the
- team's morale
- Needs to connect with people through phone, emails, chat, screen-sharing and social media
- platforms in an engaging manner for their financial planning
- Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM
- Achieve revenue in terms of income generated through various financial planning solutions
- To conduct and assist in organizing seminars and other business development activities
- Setting their team's goals and communicating them effectively.
Experience: 3-7 Years of Experience
Education:
UG: Any Graduate
PG: PG Diploma - Any Specialization, MBA/PGDM - Any Specialization
Role Head- Financial Planner
Industry Type - Financial Services
Functional Area - Sales & Business Development
Role Category Team Management & Sales Support
