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Job Description
2-6 Yrs
India/Chandigarh/Chandigarh - Chandigarh
- To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers.
- Analysing information and preparing plans best suited to individual clients' requirements;
- Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments;
- Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs.
- Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions.
- Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses.
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
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Skill set
Education: MBA
Salary: INR 1, 50, 000 – 3, 50,000 P.A. + Variable and Monthly Incentives.
Skills
MBAIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Inspired by a shifting paradigm in the corporate landscape, Wise Finserv emerged as a beacon of change. In an era where many enterprises leaned towards product-centric strategies to meet internal benchmarks, Wise Finserv dared to champion a client-centric ethos, committed to realizing the financial aspirations of its clientele.
The narrative of Wise Finserv's journey into the realm of financial planning and wealth management finds its roots in the collaboration of two stalwarts of the field: Ajay Kumar Yadav and Charu Pahuja. United by a shared vision, their mission transcended mere business expansion. They envisioned a landscape where financial planning wasn't just a service but a societal imperative, leveraging technology to set new benchmarks in the industry.
Today, Wise Finserv stands as a titan in India's financial services arena, renowned for its prowess in investments, financial planning, and private wealth management. With a robust clientele, the company thrives on nurturing enduring relationships and offering bespoke investment solutions. Bolstered by strategic alliances, Wise Finserv delivers comprehensive financial services on a global scale, with operational hubs spanning key cities like Mumbai, Delhi, Noida, Lucknow, and Varanasi.
Catering to the needs of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Wise Finserv prides itself on its market-leading expertise and an array of personalized investment options. From investment advisory to retirement planning, the company's suite of services encompasses every aspect of personal finance, ensuring its clients navigate the complexities of wealth management with confidence.
At the heart of Wise Finserv's philosophy lies a relentless pursuit of innovation and technological integration. Leveraging digital platforms, the company ensures operational efficiency and provides real-time market insights to its discerning clientele. Upholding principles of integrity and transparency, Wise Finserv empowers its clients to make informed decisions, guiding them towards a future of financial security and prosperity.
Important dates & deadlines?
Application Deadline
27 Nov 22, 12:00 AM IST
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Investment Advisor /Sr. Investment Advisor
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