Job Title: Sr. LeadAdvisor/Lead Advisor – Bangalore – Leading Wealth Management firm

  • Company:
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    2 months ago
  • Category:
    Recruitment/Placement Agencies | Consulting Services

Skill: clients , leading , business development , distribution , sales , client acquisition , client relationship , client servicing , market , management , selling; Exp: 0-2 years; Job Id 189 Job Title Sr. LeadAdvisor/Lead Advisor – Bangalore – Leading Wealth Management firm Industry Banking, Financial Servcies & Insurance Functional Area Sales / Business Development / Client Servicing Salary 5 Lac – 18 Lac About the Client The Company has more than 116 years of history providing financial solutions to help clients plan for and achieve their financial objectives. Based in Minneapolis, it is a leading financial planning and services company with approximately 12,000 financial advisors and registered representatives providing solutions for clients asset accumulation, income management and insurance protection needs. They specialize in meeting the retirement-related financial needs of the mass affluent and affluent. Its wholly owned Indian Subsidiary has been set up with aggressive growth plans in India. They have recently launched the India Distribution Business and Insurance Broking business. Job Description Job Designation Sr. LeadAdvisor/Lead Advisor Job Location Bangalore Job Description Responsible for client acquisition and managing the overall client relationship Work closely with clients for creation and implementation of their financial plans. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections. Research and investigate new investment opportunities to determine relevance for clients Answer clients’ questions about the purposes and details of financial plans and strategies. Sell financial products such as bonds, mutual funds, and insurance. Conduct seminars and workshops on financial planning topics. Desired Candidate Profile A candidate must have experience in selling mutual funds,pms,insurance,bonds. A candidate must be able to handle HNI clients.

Corporate Sales


Experience: 0-2

Function: Sales / Business Development