Required Candidate Profile:

Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
Candidate should have a network of existing clients and corporates with a strong relationship.
Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth
and profitability drivers.
Should have excellent team management skills.
Certification in NISM and CFP is an added advantage.
The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
Create and enforce plans that will help meet the needs of clients.
Must be self-motivated, flexible and able to manage several jobs at one time.
Willingness to dwell in Start-up Culture.
Should have a laptop.

Roles and responsibilities:

Managing the organization's existing clients, including any service-related, operational or sales-
driven requests. Moreover, drive new business from our existing clients for various financialservices.
Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the
team's morale
Needs to connect with people through phone, emails, chat, screen-sharing and social media
platforms in an engaging manner for their financial planning
Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM
Achieve revenue in terms of income generated through various financial planning solutions
To conduct and assist in organizing seminars and other business development activities
Setting their team's goals and communicating them effectively.

Experience: 3-7 Years of Experience

Education:

UG: Any Graduate

PG: PG Diploma - Any Specialization, MBA/PGDM - Any Specialization

Role Head- Financial Planner

Industry Type - Financial Services

Functional Area - Sales & Business Development

Role Category Team Management & Sales Support

Private Wealth Manager