Job Detail

One of the leading Financial Company is looking for their investments advisory department for Branches.

Position: Certified Finacial Planner 

Details:

- Financial Plan preparation supervision and presentation to clients/groups.

- To be a knowledge point and having good understanding about investment products and various asset classes

- Disseminate the importance of Financial planning among prospects

- Lead a team of junior planners

- Manage client relationships and communications

- Understand the cost and revenue expectations of the business and work progressively

- Give presentations in Financial planning awareness Meetings and establish the concept on a wider scale.

- Client satisfaction, service and retention benchmark achievement