Senior Recruiter at Self Employed
Views:52 Applications:17 Rec. Actions:Recruiter Actions:13
Financial Planner (2-6 yrs)
- 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 th
- Min 2 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
- After sales service and client outreach
- Representing the organization in public and corporate sponsored events
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
