Wealth Advisor - Sales - Bank (1-15 Yrs) Gurgaon/Gurugram (BFSI Sales)

Job Description: - To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc.
-Conduct in-depth financial analysis of client s current financial situations including income, expenses, assets & liabilities, net-worth and restructure portfolio according to their goals and risk profile.
-To acquire HNI clients for advisory and financial planning by self-sourcing, client referrals, organic reach etc.
-Review and Analyse client s investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance.
-Virtual and face to face meetings with prospects and existing clients for servicing, building trust and relationship.
-To establish and maintain strong relationship with clients and thus generating business and references.
-Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations. Key Requirements : - Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.
-Should be confident and presentable with strong analytical and problem-solving skills - Should have a good knowledge of equity & debt market and various financial products.
-Strong ability to manage multiple clients and various products with target accomplishments.
-Desire to learn, explore and grow in the finance domain.Qualification : - MBA/Post graduation with relevant experience in financial services industry - CFP/CWM or related certification - NISM series X-A and X-B will be added advantage- (ref:updazz.com)

Payroll Type : Permanent