BENGALURU · FULLTIME
Financial Advisor
Blue Ocean Financial Services
Bengaluru · onsite · Posted 5d ago
Sourced from
₹7.8L - ₹10.8L PA3–8 yrsfulltimeBengaluru
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Section · 01
About this role
Manage HNI client relationships,provide goal-based financial advice, & drive AUM growth through client acquisition and retention.Must have 3+ years of BFSI sales experience,proven business generation skills, NISM XA/XB certification.CFP preferred.
Perks and benefits
Health insurance, Provident fund, Annual bonusSourced from naukri
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Section · 02
Skills
NISM XBBFSI Business DevelopmentBFSI Client AcquisitionInvestor SalesWealth Business DevelopmentHindiEnglishAdvisorybfsiHNIBfsi SalesDistributor SalesKannadaNISM XACFPWealth ManagementUHNIFinancial SalesHNI AcquisitionHNI SalesFinancial PlanningHNI Client Handling