Finance Advisor Nbfc

Year    Hyderabad, Telangana, India
AimsHR
3 Current Jobs Openings
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Job Description

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Job Profile:
  • MBA/CA/CFA with 4-10 years of relevant experience. Educational background in Finance/Investment will be an advantage.
\xc2\xb7 Acquiring and managing HNI clients for our wealth management proposition. This would entail contacting our groups natural markets and contacts and following up for conversion and regular maintenance.\xc2\xb7 Build and deepen relationships with existing customers by ensuring high quality service for all pre- and post-sales support requirements.\xc2\xb7 Understanding customers requirements and suggesting suitable products to clients according to their requirement in investment, risk management/insurance and other financial services and providing updates.\xc2\xb7 Know the intricacies of investible asset classes to suggest investment portfolios on the same. Thus, working closely with Investment and Product teams to effectively pitch for new business by showcasing and structuring appropriate solutions.\xc2\xb7 Utilizing the available technology base to maintain gist of discussions, maintaining customers data, deriving analytics and for providing reports/reminders.\xc2\xb7 Managing relationships with internal and external stakeholders.Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front officeThanks & regardsSonal Chauhan9833745506Job Type: Full-timePay: \xe2\x82\xb9600,000.00 - \xe2\x82\xb91,000,000.00 per yearWork Location: In person

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Job Detail

  • Job Id
    JD3322301
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Hyderabad, Telangana, India
  • Education
    Not mentioned
  • Experience
    Year
 
 
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