Attract and acquire new clients
Analyze clients financial needs, goals, risk profile and investment horizon
Advise clients regarding the advantages and disadvantages of different investment strategies and help them develop their financial resources through investment, savings, insurance, pension and tax products
Create, implement, and continually review a financial plan designed to help clients
pursue their long-term goals
such as insurance, mutual funds and home loans that fit in with their individual financial Help a client to buy financial products plan
Meet revenue targets for the month.
Achieve client satisfaction and loyalty through excellent service
Candidate Profile
Relevant Past Experience
Marketing/ business development aptitude
Entrepreneurial spirit with a strong work ethic
Time management skills and the demonstrated ability to meet deadlines
Excellent interpersonal skills and high level of integrity
Competitive drive and achievement orientation
High degree of self-confidence and ability to understand clients needs
Knowledge of financial products available to retail investors (such as mutual
Funds, insurance, home loans and tax products)
