Need someone who can build Client Base and Service them on personal financial planning and have prior experience in Mutual Funds, Stock Market, Insurance, Etc.
Financial Knowledge with NISM Certificate would be a plus.
Following will be the job role:
1. The Planner should be comfortable in dealing with the client on the front-end basis.
2. The Planner will be able to present the Financial Plan to the client
3. The Planner has to work on the client acquisition model, where his job is to getting lead and converting them into Financial Friend
4. The Planner should be passionate to learn more about the Financial Market and its working.