Hiring for Manager - Financial Planning in Mumbai, Bengaluru/Bangalore for Exp. 1 - 6 yrs at Way2Wea (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:1. Formulate sales plan to acquire new Financial Planning customers for increasing customer base. 2. Generate leads and follow up with them to convert them to fee paying customers. 3. Establish and build strong relationships with clients and attend client meetings. 4. Advice and implement customers financial plan based on their needs. 5. Review customers financial plan, investment portfolio, asset allocation, risk profile, etc. 6. Analyse customers existing portfolio. 7. Conduct risk profiling of all mapped clients for better advisory on investment needs. 8. Achieve monthly sales and income targets. 9. Regular contact with all clients through weekly/monthly calls. 10. Conduct Financial Planning presentations for different corporate employees. 11. Train co workers on the basics of Financial Planning. 12. Assist wealth managers/ relationship managers to convert their clients for Financial Planning. 13. Carry out all tasks in a manner consistent with compliance procedures. 14. Prepare and maintain client files and ensuring they are compliant on an ongoing basis. 15. Resolution of queries of all mapped clients within TAT specified. 16. Ensuring need based product approach towards clients and regular reporting of product penetration.