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Lead Financial Advisor


Source:
TIMESJOBS.COM
Location:
DL
Date:
08-11-2016
Job Code:
58229120
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
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Job Details

Train & motivate all the Financial Advisor and guide them to achieve all the business number for the month. Along with that you have to achieve your own target 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.Key responsibilitiesResponsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role).PRODUCT Mutual fund, Insurance, and other Wealth products along with Loan BookAcquisition of new Hni & Uhni Client.Ensure right- selling by all team members through regular training & product Knowledge.Ensuring Compliance with regulations. Will play a strategic role in the future growth and expansion of the organization.
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-5

Requirements

Credit Control & Collections | Finance/Budgeting | Financial Analysis
Applying for this job will take you to an external site

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