Job Description

Job Responsibilities:-

Solicits new business from individuals and institutions in Dubai and also from the other GCC countries for a wide range of financial products denominated in viz. MFs,PMS, AIFs, ETFs, Global Stock portfolios, VC Funds, Start up Funds, individual startups & so on, denominated in both US $ & INR across global markets.

Serves as an advisor to provide an advice-based approach to financial solutions.

Actively solicits new and existing investments and insurance solutions from mass affluent customer segment.

Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.

Profiles customers and deliver recommendations to ensure these needs are met.

Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.

Delivers a diversified set of investment and insurance solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.

Increases assets under management by offering investment and insurance solutions to clients and leveraging client relationships to increase referrals.

Provides financial planning services by suggesting to the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.

Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.

Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.

Regularly reviews customer information to ensure compliance with ALL necessary requirements including AML etc to protect the company's interests.

Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Completes other related duties as assigned.

Skills:

• Networking Skills
• Should be willing to travel to GCC countries to meet prospects & clients when needed & asked to.
• Should be fanatic about sales and customer service.
• Financial Calculations.

Education:

Post Graduate in any discipline

Experience:

Minimum 4 - 6 Years - Investment / Insurance Sales Experience

CFP's (Certified Financial Planners) - Preferable

Job Types: Full-time, Permanent

Pay: AED15,000.00 per month