Job Description

- Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy.- Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.]- Manage customers in the branch or through client visits & provide Financial / Investment Advisory.- Develop new relations through referencing & other sources.- Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.- Having fantastic, value creating & memorable conversations with clients every single day!- Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.- Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. (ref:updazz.com)