Senior Recruitment Executive at Poonam It Consultancy Services Bangalore
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Manager - Sales - Bank (3-6 yrs)
Experience : 4-6 years' experience in financial planning strategy, Insurance, Mutual Funds in Investment Domain.
- Experience in providing quality financial advice.
Exposure :
1. To private banking clients or retails segment is preferred.
2. Knowledge of mutual fund, securities, and insurance industries.
3. Basic computer knowledge like MS word, MS Excel PowerPoint etc. for various tasks.
4. Strong knowledge of the investment business and financial planning concepts
Candidate Profile, Requirements & Responsibilities :
- Building and maintaining your client base.
- Able to create the prospect for new clients
- Presentable, good communication skills must know English.
- Should be able to communicate with High-Net-Worth Clients.
- Should already have deep knowledge of all the latest financial products in the market.
- Should be able to communicate with clients on their expenses, income, insurance coverage,
- Reviewing client investments and plans on a regular basis.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Contacting clients regularly to discover changes in their financial status.
- Maintain and deepen the relations with existing clients and updating the Investment Solutions.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Respond to prospective customer queries about financial planning.
