We’re hiring Junior/Senior- Wealth Advisors.
Here’s your chance to work with India’s # 1 Financial Advisor.
Job Location – Bangalore (Hybrid)
Reporting to – Director
Key Responsibilities
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Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
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Providing timely and sound financial advice to maximize client benefits
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Ensuring active client engagement and participation in financial planning through aftersales service and client outreach
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Generating revenues by aligning appropriate financial instruments to meet client’s financial goals
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Acquiring new clients through referrals and innovative marketing initiatives
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Representing the organization in public and corporate-sponsored events
Qualifications –
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Postgraduate in any discipline
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Minimum 3 years of industry experience
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Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
Required Skills
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Excellent communication, interpersonal and listening skills
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Capability to explain complex information in a simple manner
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Ability to network and establish relationships with clients
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Research and analytical skills
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Negotiation and influencing skills as well as determination and tenacity
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Strong entrepreneurial drive
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Willingness to try new ideas and take calculated risks
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Ability to engage with people and build deep and high-quality relationships
Benefits
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Growth and learning opportunities, working with the best financial advisors in the industry
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Flexible work hours & Hybrid model
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A culture high on ethics and people focus, with opportunities for growth and development
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An opportunity to work in a high impact role
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Competitive remuneration and incentive structure
Please send your resumes to [email protected] and be part of an organization that is on
a high growth trajectory!
We are an Equal opportunity employer
