Job Description

Roles & ResponsibilitiesClient Relationship Management:

Client Acquisition Build and maintain strong relationships with a base of clients Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon
Financial Planning & Analysis:

Analyze client's financial situation, including income, expenses, and existing investments Develop comprehensive financial plans tailored to individual needs and goals
Investment Strategy & Portfolio Management:

Recommend suitable mutual funds based on the client's risk profile and investment objectives Design and manage diversified investment portfolios to optimize returns and minimize risk Continuously monitor portfolio performance and make adjustments as needed
Market Research & Education:

Stay informed about current market trends and economic conditions Conduct thorough research on various mutual funds and investment options Educate clients about investment products and the financial markets
Job Types: Full-time, Fresher, Internship
Contract length: 6 months

Pay: ?5,000.00 - ?8,000.00 per month

Schedule:

Day shift Morning shift
Work Location: In person