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Associate Counselor /Counselors - Financial Planning Required @ A leading Financial Services Firm

Company Name FPA, Ambition
Location Mumbai, India
Job Type Full Time
Job Description

Qualification: Graduate / MBA. CFP/ AFP Preferred


Job Responsibilities
  • Responsible for achieving targeted new client’s acquisition for Financial Planning Service.
  • Educate clients on benefits of Financial Planning  and convert prospects into loyal customers 
  • Strategize on local Sales Initiatives & lead generation programs
  • Manage key prospects and accompany branch colleagues to client meetings to win business
  • Build  relationships with branch managers, Equity RM’s , Dealers and effectively influence them for penetration of FP sales within existing clients
  • Reporting of daily sales activities and timely updating  the same in the LMS
  • Work with back-office, mid-office & client engagement teams to ensure effective service delivery and own the relationship for the end to end process – prospect to execution
  • Build credibility for the offering and the organization to ensure maximum execution on company’s Platform 
  • Effective execution of various promotions and programs run by central team


Key Result Areas
  • New Client Acquisition 
  • Build robust pipelines of new clients from personal base/own clients 
  • Make sure that existing good relationships with companies/corporate are leveraged for new business
  • Business Development 
  • Own the top line targets
  • Timely execution of initiatives that will help in building business in the channel
  • Drive local level marketing initiatives that will help in scaling up revenues, client acquisition & cross-sell penetration
  • Service Delivery
  • Maintain high Service standards as defined by the organization
  • Strive continuously to create a superior Customer Experience
  • Adhere to TATs at various stages of the PLAN WRITING Process
  • Training and Self Development
  • Periodically attend all training initiatives to ensure superior knowledge levels
  • Continuous up gradation on subject matter and updating self on current


How to Apply:-

Interested candidates send your resume to
The Interview will be conducted tomorrow i.e on 20th June, 2012 (Wednesday). The address and Time will be communicated to you once we receive your confirmation and resumes.

Posted Date 19/06/2012