Financial Advisor - Mumbai, India - Surabhi Financial Services

Description

A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation.

If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

• Understand Clients' financial needs
• Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
• Prepare Financial plans for clients and present them
• Meeting Business Targets and Client Retention goals.
• Answer clients' questions, address concerns and resolve them as per SLAs
• Regularly review clients' portfolio and have continuous engagement
• Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
• Continuous communication with clients' to stay up to date with their financial status
• Building and maintaining your client base.

• Bachelor's degree in business, finance or related field.
• Knowledge of Financial & Securities market and Insurance
• 23 years of experience as a Financial Advisor / Client Relationship manager or similar role
• Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
• Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
• Critical thinker and problemsolving skills
• Good timemanagement skills
• Great interpersonal and communication skills, written and spoken English is must.
• Team player