Job Description

Required Candidate Profile:- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.- Candidate should have a network of existing clients and corporates with a strong relationship.- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.- Should have excellent team management skills.- Certification in NISM and CFP is an added advantage.- The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.- Create and enforce plans that will help meet the needs of clients.- Must be self-motivated, flexible and able to manage several jobs at one time.- Willingness to dwell in Start-up Culture.- Should have a laptop.Roles and responsibilities:- Managing the organization\'s existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financialservice- Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team\'s morale- Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning- Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM- Achieve revenue in terms of income generated through various financial planning solutions- To conduct and assist in organizing seminars and other business development activities- Setting their team\'s goals and communicating them effectively.Role - Head- Financial PlannerIndustry Type - Financial ServicesFunctional Area - Sales & Business DevelopmentRole Category - Team Management & Sales Support (ref:updazz.com)

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