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Job description
Job Description:
JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.
KEY RESPONSIBILITIES INCLUDE:
Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for firm's Wealth Management while acquiring new clients as well.
Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, of financial performance indicate a need for plan reassessment.
Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
Keeping client plans up-to-date and prepare or interpret for client’s information such as investment performance reports, financial document summaries, or income projections.
Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.
Any other ad-hoc duties as directed
Comprehensive understanding of finance and financial terms.
A passion for meeting people, networking and maintaining relationships.
Strong conversational and communication skills
Display empathy (customer service should come naturally) and listening skills.
Ability to convincingly put across ideas, both orally and in writing
Detailed understanding of MS Office – Excel, Power point and Word
Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.
Questions you may be asked
What are the golden rules of accounting?
How do you prepare a bank reconciliation statement?
What is input tax credit under GST?
What is the difference between GSTR-1 and GSTR-3B?
