Develop and maintain relationships with clients to understand their financial goals, risk tolerance, and long-term objectives.
Conduct detailed financial analyses to assess clients' current financial status and future needs.
Create and present customized financial plans and investment strategies.
Recommend suitable financial products such as mutual funds, insurance policies, retirement plans, and other investment options.
Monitor clients' portfolios and provide ongoing advice and adjustments based on market trends and life changes.
Stay updated on market trends, investment products, tax laws, and regulations.
Achieve individual and team sales/revenue targets.
Ensure compliance with all financial regulations and company policies.
Conduct regular portfolio reviews and follow up with clients to ensure satisfaction and performance alignment.
Maintain accurate client records and prepare reports as required.
Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar preferred.
Candidates have CA,CMA,ACCA are welcome.
0-1 years of experience preferred.
Job Types: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹20,000.00 per month
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