EldersWealth
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Description:
A vital step in attaining freedom from financial worries is – a sound financial planning solution. With age, the number and extent of financial worries rise, and so does the need to manage personal finance efficiently. Understanding this, EldersWealth, being one of the best financial planners in Bangalore, offers comprehensive financial planning for senior citizens and wealth management solutions for golden years of life. Our mission is to help current and upcoming golden-agers live their dream life- happy second innings, free of financial worries.
Website: http://www.elderswealth.com
Address:
28/A, 3rd Main Rd, RMS Colony, AECS Layout, Sanjayanagara, Bengaluru, Karnataka 560094
No of Employees:
20
SPOC Name:
Shagufta Fatima
SPOC Contact Number:
8951547272
Responsibilities:
- Develop a comprehensive, inclusive strategic plan and growth strategy by collaborating with the Management/ board of directors, which determines the enterprise’s overall vision, evaluates the overall business portfolio.
- Financial Planning- need a solid grasp of financial planning and forecasting and should be able to set milestones and budgets to ensure solvency and long-term growth.
- Responsible for developing short- and long-term strategies and goals.
- Key responsibility includes Business Growth Revenue Generation.
- Leadership for the development of strategic marketing plans including objectives and strategy for targeted markets.
- Experience in long-term sales/project pipeline development.
- Be informed of the industry landscape, competitions/competitors and client requirements at various levels.
- Design an executive business roadmap of potential business opportunities, including internal and external development programs, and financing opportunities.
- Participate in building the most advanced financial platform.
- Lead a sales team committed and passionate about onboarding client partners with innovative payment solutions.
- Consistently achieve revenue targets in line with team/organizational objectives.
- Develop and maintain relationship with clients to improve their value and grow revenues.
The Successful Applicant:
- Prior work experience and an existing network in financial institutions, insurance companies, or institutional investment companies is a strong plus.
- 10 to 15 years of experience in a Fintech / Banking / Wealth Management or Financial Services organization selling. 20+ years of Experience in the same industry will be appreciated.
- High level of interpersonal communication skills and experience dealing with the most complex concepts and ideas in a very clear and concise manner.
- An entrepreneurial mindset with outstanding organizational and leadership skills
