Certified Financial Planner
Job Description:
Recruit and maintain client bases
Recommend to client’s strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals..
Manage client portfolios, keeping client plans up-to-date, Contact clients periodically to determine any changes in their financial status.
Cultivate client base and build win-win relationships with Strong communication, negotiations and presentation skills.
Network, generate leads and grab opportunities for new business acquisition of mutual funds, stocks, bonds, Insurance life and non-life, pms etc.
Develop and execute strategic financial planning advisory across a variety of financial products and services.
Assessing client's overall financial picture, understanding their needs and developing a solid financial plan.
Guiding new and existing clients towards a profitable and secure financial decision.
Accuracy, attention to details and the ability to explain complex information clearly and simply.
Education: CFP certified
Experience: 0 To 2 years
Salary: No bar for right candidate
For More Details Call on 9714274730 or Mail Send Your C.v on tanuja@postaresume.co.in
Company Profile
Invest using peculiar investment model. * Bank Savings, FD and sensex returns are based on annualized return given ...
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