Job Description
Ability to understand the financial needs of the customers.
To prospect and acquire clients.
To achieve budgeted targets in terms of revenue and number of clients.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services.
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats
To prospect and acquire clients.
To achieve budgeted targets in terms of revenue and number of clients.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services.
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats
Salary:
Not Disclosed by Recruiter
Industry:
Banking / Financial Services / Broking
Functional Area:
Financial Services, Banking, Investments, Insurance
Role Category:
Mutual Funds/Fund Management/Asset Management
Role:
Portfolio Manager
Keyskills:
Financial Planning
Desired Candidate Profile
Education:
(UG - Any Graduate - Any Specialization, Graduation Not Required)
AND
(PG - Any Postgraduate - Any Specialization, Post Graduation Not Required)
AND
( Doctorate - Any Doctorate - Any Specialization, Doctorate Not Required)
1. CFP Certified
2. Willingness to join a start up
3. Ability to handle pressure
4. Passionate to join a myth breaking Team
Company Profile
ArthaYantra Corporation Private Limited
http://arthayantra.com
ArthaYantra.com is India"s largest online Personal Finance company
and it has achieved this feat within 6 months of launch. We are on the
cusp of explosive growth and are looking for start-up enthusiasts who
can join the National Sales Team with whatever it takes attitude. http://arthayantra.com
ArthaYantra prides itself in being customer biased. This is a very critical position and only suitable for go getters.
You will fit right-in in ArthaYantra, if you have the following traits:
- Professional
- Transparent
- Process Oriented
- Number driven
- Willingness to learn & unlearn
Contact Details
Recruiter Name:Harish Navuluru
Contact Company:Arthayantra Pvt Ltd
Address:
East Avenue, Plot #.319, Second Floor
Ayyappa Society, Madhapur.
HYDERABAD,Andhra Pradesh,India
Reference Id:AYCFP0813
No comments:
Post a Comment