Job Description

1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of financial planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through financial planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Candidate with relevant experience of 1.6 - 2.6 years Candidate with Excellent communication skills. Pleasing Personality Candidate with NISM MF Servies VA / PGDFP /MFP Cerification will have an added advantage Target Segment: Candidates with experience in direct sales channel. Candidates with experience in Agency Channels should be avoided.S hould have an experience of selling Mutual Funds, Life Insurance, General Insurance, Fixed Income products. Candidates with qualifications like CFP, CWM, NISM - MF Module certification would have an added advantage

Job Details

  Job Category  :
  Industry Type  :
Not declared
  Employment Type  :
Full Time
  Location  :
  Phone  :
  Date Posted  :
Jul 31 2018
  Website  :
  Email-ID  :
  Experience  :
1-2 Years
  Salary  :
Not Disclosed by Recruiter