Cfp Job in Moneyfrog Financial Services Pvt Ltd.
Cfp
Moneyfrog Financial Services Pvt Ltd.
4+ weeks ago
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
Job Summary
a) Responsible for meeting existing customers, complete their profiling, prepare reports for them and suggest right mix of products for investments.
b) Keep updating clients of new product launches and cross sell different products like Insurance/MF/Bonds/ Real Estate/Loans as per clients need.
c) Responsible for building AUM and Revenue generation as per the companies benchmark.
d) Adding value to client and staying ahead of the competition by structuring and implementing innovative deals.
e) Ensuring high quality service to all existing customers.
Minimum qualification requirement
Preferred - Finance And Investment Banking skill with 1+ years experience
Required - Master or higher education
Required - Located in Mumbai
Required - Good command over English
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