Financial Planning Associate

Overview

Join Aditya Birla Capital Limited at their Kolkata Park Street location as a Financial Planning Associate, where you will be instrumental in delivering strategic financial guidance across diverse products and services. This role entails leadership responsibilities including staff management, business strategy development, and client relationship maintenance.

Key Responsibilities

• Recruit high-caliber advisors and ensure their licensing compliance to meet annual goals.
• Provide continuous on-the-job training and oversee advisor performance to help achieve targets.
• Maintain and enhance investment persistence managed by advisor teams to secure overall profitability.

Candidate Profile

The role requires an ability to assess clients' comprehensive financial status, accurately interpret their needs, and create robust financial plans that drive profitable and secure decisions.

Growth Prospects

• Promotion opportunities upon 100% target completion within 6 to 12 months.
• Potential progression to Branch Manager role after 12 months based on performance.

Additional Information

Location: Kolkata Park Street office.

Interested candidates are encouraged to contact the company directly for further details.