Financial Planning Associate

Aditya Birla Capital Kolkata Park Street * Job Description for Financial Planning Associate * Providing strategic advice across a variety of financial products and services. * Oversees the operations of the system, including managing staff, developing business strategies, and maintaining client relationships * Assessing clients overall financial picture, understand their needs and develop a solid financial plan. * Guiding clients towards a profitable and secure financial decision. * The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. * Key Responsibilities : 1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet. 2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals. 3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team. * What's in it for you : 1. - Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months. 2. - Opportunity to progress to the position of Branch Manager, at the end of 12 months. * Location : Kolkata park street We would be pleased to meet with you for further inquiries. .