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12 May 2020

dcDW

Lead Financial Counsellor

Company Logo Intellectual Capital

Hyderabad, Mumbai

3-4 Years

Mutual Fund Operations, mutual funds, Legal Advisory Services, Legal Affair, legal affairs, legal affairs & court craft, Legal Analyst, Legal and Compliance, LEGAL AND OTHER LAW MATTERS, Insurance sales, International Business Development, New Business Development

Job Description

 | Hello,
 Greetings from Intellectual capital.We are hiring for  financial advisory Company                                                                                                                                       Job description:                                                                                                                                      Train & Motivate all the Financial & Lead Counsellor and guide him to achieve all the business number for the month. Along with that you have to achieve the gap target with complete ownership of Sales, Operations and Financial Planning for Clients.
 This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all ocations of the Cluster.
 Will play a strategic role in the future growth and expansion of the organization.
  Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role).
 PRODUCT: Mutual fund, Insurance, and other Wealth products along with Loan Book.
 Acquisition of new Hni & Uhni Client.
 Ensure right- selling by all team members through regular training & product Knowledge.
 Ensuring Compliance with regulations.

12 May 2020

dcDW