• Business Development Executive Jobs in Mumbai,India - 23296422

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Job Description:

Position Details Position Business Development Executive Manek Financial Advisors Pvt Ltd Company Name Manek Financial Advisors Pvt Ltd Location Mumbai, India Job Type Business Development Executive Job Description Job Title Business Development Executive

Job city Mumbai

Company Profile wwwmanekfinancialcom

Job Profile & Responsibilities

Candidate must comply with RIA Regulations

Must have sound knowledge on financial plnning process & allied financial areas

Develop and support strategic marketing plans and initiatives to support business goals

Attracts potential customers by meeting them, answering enquries & suggesting information about other products and services

Participate in Competitive Intelligence data gathering and analysis and also assists the financial planner(s)in maintaining a compliant practice

Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies

Track effectiveness of marketing strategies, and assist with new initiatives and community relationships

Input notes to database/CRM of phone calls made, notes and set appointments
Build relationships with new and existing clients & answer income correspondence via phone and email

Prepares documents and presentations,schedules clients meeings and creates geather and orgnizes collateral for clients meetings

Provides fee planning, investment & insurance processing support follows up with clients on outstanding payments & Tracks fees paid and contracts signed

Maintains client records, CRM database and compliance files & handle sensitive,confidencial information with discretion

Accuracy, attention to detail and ability to explain complex information clearly and simply

Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge,Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking

Need to Initiate clients meetings,plan presentaions and continues interation with the client in relation to the financial planning process

Develop strong relatonship with the team members by giving them guidance and motivation

Candidate Profile

Candidate must be Graduate/Post Graduate in any steram with a penchant for knowledge and a burning desire to learn

Has sound financial product knowledge and basic concepts about personal financial planning

He must be CFP certified with the experience of 3-5 years on financial planning and allied financial areas

The candidate needs to be proficient in Excel ,computer / InternetThe candidate should be able to competently & independently be able to perform all functions

We are looking for the candidattes with excellent oral and written communication skill in English

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : IT Software : Software Products & Services
Role : Software Engineer
Salary : As per Industry Standards
Deadline : 01st Feb 2020

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