Accounting executive Jobs in Hyderabad - Kiranudyog
Job Description
The wealth advisor will have to undertake the following responsibilities:
- To prospect, acquire and retain clients
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
- To understand clients needs & requirements and accordingly position products & services
- To coordinate with product and research team for taking investment decision for the clients
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
- To provide various investment performance reports and summaries to the clients
- To build and maintain client bases, along with relevant comments/remarks for future reference
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
- To conduct and assist in organizing seminars, workshops and other business development activities
- To prepare the MIS reports in the specified formats
Job Particulars
Role accountant
Education B.Com
Who can apply Experienced (3+ Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id339312
Job Category Finance
Locality Address
State Telangana
Country India
About Company
Kiranudyog
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