Company Name: ICICI Securities
Designation: Regional Manager - Financial Planning
Job Description:
* Graduate/MBA
* Certified Financial Planner (CFP). An Associate Financial Planner can also be considered.
* Minimum 2- 5 years of experience in the financial services industry in a client facing role
* Preferably, should have handled all types of products - Equity, MF, Insurance, Debt, etc.
Keywords: Financial Planning,CFP
Company Profile:
ICICI Securities Ltd is an integrated securities firm offering a wide range of services including investment banking, institutional broking, retail broking, private wealth management, and financial product distribution. ICICI Securities sees its role as 'Creating Informed Access to the Wealth of the Nation' for its diversified set of client that include corporates, financial institutions, high net-worth individuals and retail investors. Headquartered in Mumbai, ICICI Securities operates out of 66 cities and towns in India and global offices in Singapore and New York.
Desired Profile:
Roles and Responsibilities:
* Promote fee-based Financial Planning Services at regions
* Interview customers for collecting details
* Make detailed financial plans for customers (Excel knowledge desirable)
* Discuss financial plans with customers
* Interface between the product team and the customer at a regional level
* Promote other services as and when being launched under Financial Planning Services, like Investment Planning, Estate Planning, at regions
* Train Relationship Managers on effective use of Wealth G.R.I.P (basic financial planning) & translate Wealth G.R.I.P output into a sale.
* Accompany Relationship Managers on calls to demonstrate how Wealth G.R.I.P is to be done & how to translate Wealth G.R.I.P output into a sale.
* The role will demand a good domain understanding of personal financial planning, a grasp of processes and the product knowledge to pigeon-hole products to specific needs
* Ability to strike a balance between business compulsions and customer focus
* Monitor & drive the entire Financial Planning piece for their respective regions
Experience: 2 - 7 Years
Role: Regional Manager
Functional Area: Banking, Insurance
Education:
UG - Any Graduate
Designation: Regional Manager - Financial Planning
Job Description:
* Graduate/MBA
* Certified Financial Planner (CFP). An Associate Financial Planner can also be considered.
* Minimum 2- 5 years of experience in the financial services industry in a client facing role
* Preferably, should have handled all types of products - Equity, MF, Insurance, Debt, etc.
Keywords: Financial Planning,CFP
Company Profile:
ICICI Securities Ltd is an integrated securities firm offering a wide range of services including investment banking, institutional broking, retail broking, private wealth management, and financial product distribution. ICICI Securities sees its role as 'Creating Informed Access to the Wealth of the Nation' for its diversified set of client that include corporates, financial institutions, high net-worth individuals and retail investors. Headquartered in Mumbai, ICICI Securities operates out of 66 cities and towns in India and global offices in Singapore and New York.
Desired Profile:
Roles and Responsibilities:
* Promote fee-based Financial Planning Services at regions
* Interview customers for collecting details
* Make detailed financial plans for customers (Excel knowledge desirable)
* Discuss financial plans with customers
* Interface between the product team and the customer at a regional level
* Promote other services as and when being launched under Financial Planning Services, like Investment Planning, Estate Planning, at regions
* Train Relationship Managers on effective use of Wealth G.R.I.P (basic financial planning) & translate Wealth G.R.I.P output into a sale.
* Accompany Relationship Managers on calls to demonstrate how Wealth G.R.I.P is to be done & how to translate Wealth G.R.I.P output into a sale.
* The role will demand a good domain understanding of personal financial planning, a grasp of processes and the product knowledge to pigeon-hole products to specific needs
* Ability to strike a balance between business compulsions and customer focus
* Monitor & drive the entire Financial Planning piece for their respective regions
Experience: 2 - 7 Years
Role: Regional Manager
Functional Area: Banking, Insurance
Education:
UG - Any Graduate
RCCP(RecruiterCard Certified Professional) certification adds Value To Freshers / Job Seekers Resume. More Can be Found at RCCP Certification help
0 comments:
Post a Comment
Note: only a member of this blog may post a comment.