Financial Advisor

Job Description:

1. Acquiring client for financial planning.

2. Preparation and execution of financial planning for retail and corporate clients.

3. Organizing financial planning seminars in corporate & cold-calling for lead generation.

4. Providing advisory services into various instruments like insurance(life & non life), MF, PMS, Bond, Equity, Real Estate, Gold(ETF), &FMP.

5. Generating revenue primarily through distribution products.

Desired Profile:

1. CFP/CWM/MBA (Finance/ Marketing) Fresher or min 1 yr exp. in client acquisition & selling of financial product.

2. Good knowledge of financial market

3. Self motivated & proactive