Key Responsibilities
1. Meet clients to understand financial goals and requirements.
2. Develop customized financial and investment plans.
3. Recommend appropriate products (mutual funds, insurance, retirement plans, etc.).
4. Manage and monitor client portfolios effectively.
5. Conduct regular financial reviews with clients.
6. Provide tax-saving and wealth management strategies.
7. Ensure compliance with regulatory guidelines.
8. Maintain accurate and updated client records.
9. Deliver clear and professional financial presentations.
10. Stay updated on financial markets and industry trends.
11. Handle client queries with professionalism and promptness.
12. Build long-term client trust and relationships.
13. Meet and exceed sales and revenue targets.
14. Collaborate with internal teams for smooth service delivery.
15. Educate clients on risks, returns, and financial planning.
16. Uphold the highest ethical and professional standards.
17. Continuously pursue learning and certifications.
18. Represent the firm in client events and forums.
19. Contribute to overall company growth and client satisfaction.
WHAT WE OFFER
Competitive salary.
Opportunities for career growth and promotions.
Professional training support.
Exposure to diverse financial products and clients.
Supportive and collaborative work environment.
Recognition and rewards for top performers.
Networking opportunities with industry experts.
A dynamic, client-centric, and growth-driven organization.
Job Types: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹25,000.00 per month
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