Financial Analyst
- Sunil Kumar1 Hiring
- 2 to 7 Yrs
- Multi-City, India
- 3 years ago
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Job Description
Job Responsibilities:
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
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 brokerage, investment and insurance and advice-based 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 partnerships in Retail, Business Banking and Wealth to increase referrals.
Provides financial planning services by advising 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 BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.
Understands and adheres to the companys 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.
Qualifications / Skills:
Sales and Customer Service
Personal Finance
Reporting Skills
Attention to Detail
Deadline-Oriented
Reporting Research Results
Confidentiality
Time Management
Data Entry Management
General Math Skills
Education, Experience, and Licensing Requirements:
Bachelors or masters degree in finance or related field preferred
Combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years investment or insurance sales experience required
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Previous trust/fiduciary product, financial planning, managed accounts, or insurance experience preferred
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
Employement Category:
Employement Type: Full timeIndustry: Consumer Durables / Electronics
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Financial Analyst
Contact Details:
Company: Sunil Kumar1 HiringLocation(s): Multi-City, India
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