Financial Advisor (Client Relationship)

Big Bee Consultant; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Big Bee Consultant is looking for a Finance Advisor in Bengaluru, India, with 5-10 years of experience in financial advisory roles. Your primary responsibilities will include identifying client financial needs and managing portfolios across various products such as insurance and investments.

The ideal candidate must have excellent communication skills, a strong understanding of financial terms, and a detail-oriented approach. The role primarily requires working from the office with an expected face-to-face interview location at MG Road, Bangalore.

Qualifications

• 5-10 years of experience in finance or financial advisory.
• Ability to strengthen client relationships and ensure client retention.
• Willingness to travel within the city and sometimes outside.

Responsibilities

• Identify client needs and provide financial planning assistance.
• Expand existing client relationships and acquire new clients.
• Manage client portfolios including various investment products.

Skills

Comprehensive understanding of finance and financial terms

Strong conversational and communication skills

Detailed understanding of MS Office (Excel, PowerPoint, Word)

Attention to detail

Customer service empathy

Education

Graduate (B.B.A, B.Com)

Job description

Industry: Personal Finance/Financial Planning

Responsibilities

1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for client’s information such as investment performance reports, financial document summaries, or income projections.
8. Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed.

Applicant Requirements

• Comprehensive understanding of finance and financial terms.
• A passion for meeting people, networking and maintaining relationships.
• Strong conversational and communication skills.
• Display empathy (customer service should come naturally) and listening skills.
• Ability to convincingly put across ideas, both orally and in writing.
• Detailed understanding of MS Office – Excel, Power point and Word.
• Attention to detail.
• Travel within the city and sometimes outside.

Hiring Details

• Experience: 5 - 10 Years
• No. of Openings: 2
• Education: Graduate (B.B.A, B.Com)
• Role: Finance Advisor
• Industry Type: Banking
• Gender: [ Male / Female ]
• Job Country: India
• Type of Job: Full Time
• Work Location Type: Work from Office
• Face Interview Location: MG Road, Bangalore