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Reservoir Financial Pvt Ltd. Visiting Mangalmay Group of Institutions, Greater Noida

Reservoir Financial Pvt Ltd

Date: 23-Jan-2019



❖ Company Website: www.reservoirfinancial.in
❖ Positions: Financial Advisor Trainee , Lead Advisor

Job Description:

About The Company: Reservoir Financial is one of the top financial planning and wealth management firms in India. Our unique Dream Plan  Action approach is not just numbers, it’s a mix of both science and art. Our large panel of financial experts along with years of experience in the wealth management industry has established us as one of the most trusted financial advisory brands in India. We believe that astute financial planning can be a powerful tool that can help you carve out a better future for you and your loved ones. We understand that everyone has a unique set of needs and requirements when it comes to planning for their future. This is why our team takes the time to understand you and the personal nature of your goals and ambitions. At Reservoir Financial, it is our constant Endeavour to help you convert your dreams into reality by developing a personalized strategy and approach that is constantly evolved with a focus to adapt to your long-term plans and aspirations. 

 

Eligibility: MBA & PGDM

 Batch: 2018 - 2019 pass out

1. Designation: Financial Advisor Trainee

Eligibility: MBA (Finance)

Purpose:

  • Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with 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 branch locations of the Cluster.
  • Will play a strategic role in the future growth and expansion of the organization.

Role:

  • 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.

 

2. Designation: Lead Advisor

Eligibility: MBA (All)

Purpose:

  • Train & motivate all the Financial Advisor and guide him to achieve all the business number for the month.  Along with that you have to achieve your own target with complete ownership of Sales,
  • This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.
  • Will play a strategic role in the future growth and expansion of the organization
  • Managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.
  • Assist operations and allied branch functions with Financial Planning for Clients.
  • Will play a strategic role in the future growth and expansion.

Role:

  • 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.

 

Skills Required:

  • Confident & Assertive.
  • Excellent Team Management & Leadership Skills.
  • Good Communicational skills abilities and pleasing personality.
  • Negotiation Skills.
  • Ability to motivate and manage team/People Management.
  • IRDA & AMFI Certified is mandatory.
  • Excellent Key account management skills.
  • Should have an eye for detail.
  • Product knowledge, market knowledge / extensively networked.

Location:  PAN India

CTC: 3 LPA – 8 LPA

Apply Now


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