Financial Advisor

Duties and Responsibility
Purpose of the Job:

• Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients.
• This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.
• Will play a strategic role in the future growth and expansion of the organization

• Responsible for achieving Sales for wealth products
  
• Acquiring HNI/UHNI (its an individual role).
  

PRODUCT: Mutual fund, Insurance, PMS and other Wealth products along with Loan Book
• Acquisition of new HNI & UHNI Client.
• Ensure right- selling by all team members through regular training.
• Ensuring Compliance with regulations