Job Title: Finance Advisor NBFC
Organization: AimsHR
Location: Hyderabad, Telangana
Salary: ₹6,00,000 – ₹10,00,000 a year

Full job description:

Job Profile:

• MBA/CA/CFA with 4-10 years of relevant experience. Educational background in Finance/Investment will be an advantage.
• Acquiring and managing HNI clients for our wealth management proposition. This would entail contacting our groups’ natural markets and contacts and following up for conversion and regular maintenance.
• Build and deepen relationships with existing customers by ensuring high-quality service for all pre- and post-sales support requirements.
• Understanding customers’ requirements and suggesting suitable products to clients according to their requirement in investment, risk management/insurance, and other financial services and providing updates.
• Know the intricacies of investible asset classes to suggest investment portfolios on the same. Thus, working closely with Investment and Product teams to effectively pitch for new business by showcasing and structuring appropriate solutions.
• Utilizing the available technology base to maintain the gist of discussions, maintaining customer data, deriving analytics, and for providing reports/reminders.
• Managing relationships with internal and external stakeholders.
• Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

Contact Person: Sonal Chauhan
Contact Number: 9833745506

Job Type: Full-time
Pay: ₹600,000.00 – ₹1,000,000.00 per year
Work Location: In person