HR Executive at Care Wealth Management Service
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Care Wealth Management Service - Investment Advisor (0-3 yrs)
JOB DESCRIPTION
- Work as a personal financial advisor representing the company dealing in various products like mutual fund, equity, life insurance and all other financial products of the company.
- To identify clients, understand their current needs and help them in financial advisory and better tax planning.
- Advising retail / HNI / Ultra - HNI clients on creating a goal based financial plan.
- Create relationships with the existing clients by becoming one point of contact for all advisory needs.
- Generating new business opportunity for organization by referrals.
- Conduct lead generation by direct mail, phone calls, internal sources and personal networking.
- Acquisition & managing retail / HNI / Ultra- HNI clients.
- Continuous engagement with clients by regular phone calls and personal meeting.
- Providing excellent service and query resolution for the clients.Overall customer satisfaction and customer experience is extremely important.
- Ability to move in the field for new client acquisition and maintaining existing relationships.
JOB REQUIREMENT :
- Knowledge of financial products like mutual funds, equity, derivatives, currency and commodity markets.
- Freshers can apply.On the job training for all the products would be provided.
Salary: As per Industry Standards (1.5 to 4 lacs per annum)
JOB SKILLS OR SPECIFICATION
- Relationship building
- Relationship management
- Strong written and verbal communication skills in English is a must.
- Convincing and presenting skill.
- Strong command on MS Word and MS Excel is a must.
- Ability to make sound decision.
QUALIFICATION
UG: BBA / BMS / BCOM in Finance or Marketing
PG: MBA / PGDM in Finance or Marketing
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