Job Description

Client Needs Assessment:

Understanding a client's financial situation, including income, expenses, assets, liabilities, and risk tolerance.

Financial Planning:

Developing customized financial plans and strategies based on client goals and objectives.

Product and Service Advice:

Recommending suitable financial products like investments, insurance, and retirement plans.

Relationship Management:

Building and maintaining strong client relationships through regular communication and updates.

Compliance and Regulations:

Staying informed about relevant financial regulations and ensuring all actions adhere to legal and ethical standards.

Investment Guidance:

Assisting clients with investment decisions, including portfolio management and diversification.

Sales and Business Development:

Identifying and pursuing new business opportunities to expand the client base.

Record Keeping:

Maintaining accurate records of client interactions, transactions, and financial plans.
Key Skills:

Financial Knowledge:

Strong understanding of financial markets, investment products, and financial planning principles.

Communication Skills:

Ability to clearly explain complex financial concepts to clients with varying levels of financial literacy.

Analytical Skills:

Ability to analyze financial data, identify trends, and assess financial risks.

Interpersonal Skills:

Ability to build rapport with clients and establish trust.

Sales and Marketing Skills:

Ability to identify and pursue new business opportunities.

Problem-Solving Skills:

Ability to address client concerns and develop solutions to financial challenges.
Job Type: Fresher

Pay: ?9,373.31 - ?35,518.98 per month

Schedule:

Day shift
Supplemental Pay:

Commission pay Performance bonus Yearly bonus
Work Location: In person

Speak with the employer

+91 9447011791