Hiring For Wealth Adviser For Investment advisor at Bangalore

☞ Skill 2 Source Consulting LLP

View: 106

Update day: 06-05-2024

Location: Bengaluru / Bangalore Karnataka

Category: Finance / Bank / Stock Insurance

Industry: Banking

Position: Wealth Manager

Job type: Full Time, Permanent

Salary: ₹ 10,00,000 - 12,00,000 P.A.

Experience: 3 - 6 years

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Job content

Job Description Wealth Adviser/Senior Wealth Adviser

Designation

Wealth Adviser/Senior Wealth Adviser

Roles and Responsibilities

New client acquisition and existing client engagement

Creating and executing sound financial plans for clients

Generating revenues through aligning appropriate financial instruments to meet clients financial goals

Providing timely and sound financial advice to maximize client benefits

Ensuring active client engagement and participation in financial planning through after sales service and client outreach

Representing the organization in public and corporate sponsored events

Qualification-

Post graduate in any discipline

Certified Financial Planner (CFPCM) / Certifications in NISM X-A and X-B, a plus

Additional Skills-

Min 3 years experience in a sales-oriented role in the financial service industry

Should have handled all types of products Equity, MF, Insurance, Debt, etc.

Good analytical skills

Excellent communication skills

Characteristics for success at Company-

Strong entrepreneurial drive

Willingness to try new ideas and take calculated risks

Ability to be a guide and advise clients and help them understand the need for and the way to plan their finances

Excellent communication skills

Reporting to - Director, Sales

Location - Bangalore

Travel - Minimal within the city

CTC -Competitive with a very lucrative bonus and incentive plan


Contact on 7704012222

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Deadline: 20-06-2024

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