Candidate must comply with RIA Regulations.
Must have sound knowledge on financial plnning process & allied financial areas.
Develop and support strategic marketing plans and initiatives to support business goals.
Attracts potential customers by meeting them, answering enquries & suggesting information about other products and services.
Participate in Competitive Intelligence data gathering and analysis and also assists the financial planner(s) in maintaining a compliant practice.
Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies.
Track effectiveness of marketing strategies, and assist with new initiatives and community relationships.
Input notes to database/CRM of phone calls made, notes and set appointments .
Build relationships with new and existing clients & answer income correspondence via phone and email.
Prepares documents and presentations,schedules clients meetings and creates geather and organizes collateral for clients meetings.
Provides fee planning, investment & insurance processing support follows up with clients on outstanding payments & Tracks fees paid and contracts signed.
Maintains client records, CRM database and compliance files & handle sensitive,confidential information
Accuracy, attention to detail and ability to explain complex information clearly and simply.
Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge,
Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking.
Need to Initiate clients meetings,plan presentations and continues interaction with the client in relation to the financial planning process.
Develop strong relationship with the team members by giving them guidance and motivation.
Candidate must be Graduate/Post Graduate in any steram with a penchant for knowledge and a burning desire to learn.
Has sound financial product knowledge and basic concepts about
personal financial planning.
He must be CFP certified with the experience of 3-5 years on
financial planning and allied financial areas.
The candidate needs to be proficient in Excel ,computer / Internet.
The candidate should be able to competently & independently be able to perform all functions.
We are looking for the candidates with excellent oral and written communication skill in English.
If you are interested in working with us,please send your resume to firstname.lastname@example.org,and mention in your email
a) whether you are looking to work on a full time or part time basis,and
b) when you are able to commence employment.