Job Description

Fintoo (www.fintoo.in) , a leading Wealth Advisory organisation, based in Mumbai with a reputation built on performance provides services related to financial planning and advisory on its digital platforms. : The Wealth Advisor serves as the firm\'s primary point of contact for a select group of clients and is instrumental in introducing new business opportunities to the firm. In this critically important role you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the FINTOO team to exceed client expectations. You will be expected to help grow FINTOO business through the efficient use of your time with clients, prospective clients, advisory services ,centers of influence and community involvement, making an invaluable contribution to our firm. ** Before applying please do keep in mind the below qualification as either of it is mandatory. PG degree is a must qualification OR CFP/ CWM /CFA / with minimum NISM 5A OR 10A&10B Duties and Responsibilities: Manage current portfolios and AUM of existing clients Analysis of portfolio on the basis of client\'s need and prepare a Financial Plan based on his risk appetite, goals, time horizon etc. Enhancement of Book size by acquiring new HNI and Ultra HNI clients. Responsible for Team Building. Recruitment of Wealth Advisors and Senior Wealth Advisors Manage business budgets, client acquisition and customer satisfaction. Identify potential segments, and build relations with new HNIs. Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources Qualifications: Minimum 2+ years experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities PG degree is a must qualification OR CFP/ CWM /CFA / with minimum NISM 5A OR 10A&10B A self-motivated, highly driven and entrepreneurial personality Proven ability to network with prospective client and centers of influence Possess active listening and critical thinking skills Client first attitude Desire/ability to work successfully in an intimate, fast-growing, entrepreneurial company Interested applicants should forward resume to [HIDDEN TEXT] and fill in the below form shared through link.

foundit