Mutual Fund & Investment Advisor - Pune

We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

• Understand Clients financial needs
• Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
• Prepare Financial plans for clients and present them
• Meeting Business Targets and Client Retention goals
• Answer clients questions, address concerns and resolve them as per SLAs
• Regularly review clients portfolio and have continuous engagement
• Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
• Continuous communication with clients to stay up to date with their financial status
• Building and maintaining your client base

Qualifications required

• Bachelors degree in business, finance or related field
• Knowledge of Financial & Securities market and Insurance
• 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role
• Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
• Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
• Critical thinker and problem-solving skills
• Good time-management skills
• Great interpersonal and communication skills, written and spoken English is must
• Team player

Only Local Pune based candidates to apply, preferably staying near office (Wakad/Hinjewadi)

Freshers need not apply.