The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.
What are we looking for:
Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.
Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.
Good financial aen is very important for this role alongside networking and sales skills.
Primarily responsible for selling India based investment products
Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .
Well versed with financial product offerings, both in domestic and international markets
Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .
Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.
Must be able to effectively handle client servicing for wealth management needs.
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