Explore and update information on changing regulatory guidelines (SEBI/IRDA/RBI/ PFRDA) in relation to financial markets and application of the same for client interface.
Liaison / coordination with RIA Company for compliance requirements.
Contacting clients and setting up new and review meetings
Conduct regular review meeting with the clients
Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances.
Understanding customer requirement and creation of a comprehensive Financial and investment plan for the customer by following our in-house tool, templates and software’s
Making the complete Comprehensive Financial /Retirement and Investment plan independently
Initiating Investment plan and documentation of all new clients as per onboarding procedures
Doing the Risk Profiling, matching risk appetite of all new clients
Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
Giving the financial plan for implementation and assisting in the same
Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan and implementation procedures.
Doing all research, selecting the right investments products like mutual funds (D) and insurance-related products
Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer’s current portfolio and advise clients to switch the non- performing investment option to the performing one
Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
Up selling & cross selling of the investment and insurance products as per clients needs and requirements
Collect references after the review meetings through our comments and testimonials form
Should create new strategies for business development.
Has to keep close contact with A&B category of clients
Converting Leads into sales for purpose of financial planning
Maintaining the database on the internal templates of the organization
Preparing for meetings via structured research about target client
Having effective sales meeting in order to understand the requirement of the client.
Position our firms as the best choice and one shop for all their financial needs and requirements
Generate Explicit and implicit needs requirements.
Sales Proposal :
Create presentations and Investment Plans based on the data
Co-ordinate with the operations team to generate Quotations of Investment and Insurance Plan
Increase the Ticket Size of the Business
Write emails professionally to record all discussions with the client
Be the interface between the clients and the Company
Send Minute of the Meeting and Immediate Action Plans to Client and Operation Team
Monitor, Review and track the Investment plan of all the allocated clients and analyse the customer’s current portfolio and advise clients to switch the non- performing investment option to the performing one
Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
Up selling & cross selling of the investment and insurance products as per clients’ needs and requirements
Collect references after the review meetings through our comments and testimonials form
Preferred Qualifications: Graduate – B Com/BFM/BBM/ BFA/BFI, Associate Financial Planner(AFP)(Essential) and/or CFP
Past Experience: Minimum 1 Year on the job Experience.
Required Knowledge:
Computer Knowledge - Word, Excel, Power Point,
Financial Markets Knowledge and
Insurance and investment Products Knowledge
Tax Knowledge etc.
Basics of Economics’ Knowledge
Required Skills:
Fluency in English Speaking, Reading and Writing
Persuasion skills
Rapport building skills
Telephone etiquette
Selling skills
Negotiation skills
Listening skills
Questioning skills :
Knowledge of Social Media Marketing Skills
Emailing Skill
Special Traits, Qualities and Motives:
Self - Confident
Go-getter
Positive Attitude
Self-Motivated & Self Driven
High Energy
Persistent
Willingness to learn
Honest
Hungry for personal growth
Win-Win Attitude
Helping Attitude
Salary: As per knowledge and experience
website : www.wingsforfutura.com
