Financial Planning Consultant

Company Description

Prosperity Services Kochi

Role Description

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning. The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.

Qualifications

• Demonstrated experience in sales and client relationship management
• Strong communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of financial services and products
• Analytical and problem-solving skills
• Bachelor's degree in Business Administration or related field
• Sales Experience in Financial Services Industry is a plus