Financial Advisor & Coach (only for women)

Cafemutual; Hours; À distance; EUR 40 000 - 60 000; Plein temps

Résumé du poste

A financial advisory company is looking for a Financial Advisor & Coach (women only) to manage client relationships, create financial plans, and provide sound financial advice. Candidates should have a degree in finance, excellent client management skills, and experience in the financial services sector. The position offers flexible and remote working hours.

Qualifications

• Must be a qualified CFP/NISM MFD or willing to take new certifications.
• Reporting and creating financial plans based on client information.
• Experience in the financial services sector for at least 2 years.

Responsabilités

• Conduct meetings with clients and pitch Financial Planning.
• Manage tailor-made portfolios for clients.
• Acquire new clients through referrals and innovative marketing.

Connaissances

Client management

Communication skills

Excel skills

MS Word skills

Formation

Graduate/Post Graduate in Finance (CFP/NISM certification preferred)

Description du poste

Job Opening

Financial Advisor & Coach (only for women)

Company

Womoneysta Money Partners Pvt. Ltd.

Description

• Conduct meetings with clients and pitching the Financial Planning and Advisory propositions
• Creating and presenting the plans basis clients information
• Co-ordinating with clients for data gathering, documentation and resource enabling the creation of financial plan
• Following up post planning for investment execution using Wealth Advisory service - generating revenues by aligning appropriate financial instruments to meet client’s financial goals
• Managing tailor-made portfolios for clients that meet their financial needs and requirements
• Providing timely review and sound financial advice to maximize client benefits
• Ensuring active client engagement and participation through after-sales service and client outreach
• Acquiring new clients through referrals and innovative marketing initiatives
• Staying updated with latest trends on financial products (Mutual Funds, Insurance, Bonds and so on)
• Representing the organization in public and corporate-sponsored events, if required
  
  

Position

Financial Advisor & Coach (only for women)

Qualifications

• Graduate/ Post Graduate in Finance - Must be a qualified CFP/ NISM MFD/ willing to take the NISM certification
• Comfortable with client management roles
• Good spoken and written communication skills
• Excel & MS Word skills
  
  

Experience

Having experience of minimum 2 years in financial services sector

Additional Information

Interested candidates please mail across your resume on [e-mail]

No. of Vacancies

2

Remuneration

Rs.15,000- Rs.30,000 per month fixed + variable components

Location

Remote & Flexi-hours

Website

https://womoneysta.com/