Location : Bangalore
- Client Servicing and Client Acquisition. He/she is responsible for client acquisition and client relationship building along with business growth and increasing revenue per client.
- The person must have in-depth knowledge of markets and should be able to answer queries of clients relating to investments and planning.
- The role of the Client Facing individual should match the overall philosophy and objective of our organization, always keeping our mission statement in mind and ensuring that only need-based solutions are offered to clients.
- Areas covered would be Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management, Insurance, and Taxation.
- Good Communication skills
- Good interpersonal skills
- Team-building spirit
- KRIs to be met
ECertification : CFP/ CWM/ CFA/ NISM XA&XB.
Qualification : Post Graduate in Finance.
Experience : minimum 3 years- 7 years
What you get at Dilzer Consultants Pvt Ltd
- Immense learning opportunities
- Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
- Opportunities to conduct webinars and financial literacy programs
- Opportunities to share ideas with the management and implement and take ownership of growth.
Email us at firstname.lastname@example.org