Financial Planning Manager

Aditya Birla Capital

Kolkata park street.

Job Description

Job Purpose :

Providing strategic advice across a variety of financial products and services.

Assessing client's overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

Prerequisites :

• Communication Skills, fluency in the local Language, willingness to travel in the designated city, strong interpersonal skills, and goal orientation

What's in it for you :

Qualifications : 1. Male / Female

2. Fresher & Experience

3. Can work individually and in a team

4. Good communication skills

5. Fresher or work experience

Location : Kolkata park street

We would be pleased to meet with you for further inquiries.

5 Days Working

Education

Masters in Technology (M.Tech / M.E), Master in Computer Application (M.C.A), Bachelor of Homeopathic Medicine and Surgery (BHMS), Any Graduate, Post Graduate Programme in Management for Executives (PGPX), Bachelor of Commerce (B.Com), Bachelor of Interdisciplinary Studies, Bachelor of Elementary Education (B.El.Ed), Master OF Business Administration (M.B.A), Doctor of Business Administration (DBA), Bachelors of Law (B.L / L.L.B), Bachelor of Journalism & Mass Communication (BJMC), Bachelor Of Technology (B.Tech / B.E), Post Graduate Diploma in Computer Applications (PGDCA), Bachelor of Education (B.Ed), Bachelor Of Pharmacy (B.Pharm), PGDM, Bachelor of Arts (B.A), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Other, Master of Public Administration (MPA), PGP, Bachelor of Science (B.Sc), Bachelor of Fine Arts (B.F.A), Master of Library & Information Science (MLIS), Bachelor of Applied Science (BAS), Bachelor in Hotel Management (B.H.M), Bachelor of Business Administration (B.B.A), Bachelor Of Computer Application (B.C.A), Bachelor in General Studies (BGS), Master of Commerce (M.Com)

Skills Required

Financial Planning, Financial Analysis, Financial Reporting, Sales, Sales And Marketing, Capital Markets