We are looking for a highly motivated and experienced Financial Advisor to join our team. The ideal candidate will be passionate about financial planning and have a deep understanding of financial markets and investment products. As a Wealth Advisor, you will be responsible for providing personalized financial advice and guidance to clients, developing investment strategies, and providing advisory on client's overall portfolio.

Job Description :

- To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc

- Conduct in-depth financial analysis of client's current financial situations including income, expenses, assets & liabilities, net-worth and restructure portfolio according to their goals and risk profile.

- To acquire HNI clients for advisory and financial planning by self-sourcing, client referrals, organic reach etc

- Review and analyse client's investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance.

- Virtual and face to face meetings with prospects and existing clients for servicing, building trust and relationship.

- To establish and maintain strong relationship with clients and thus generating business and references.

- Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations.

Key Requirements :

- Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.

- Should be confident and presentable with strong analytical and problem-solving skills

- Should have a good knowledge of equity & debt market and various financial products.

- Strong ability to manage multiple clients and various products with target accomplishments.

- Desire to learn, explore and grow in the finance domain.

Qualification :

- MBA/Postgraduation with relevant experience in financial services industry

- CFP/CWM or related certification

- NISM series X-A and X-B will be added advantage

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