Job Description

Job Responsibilty :-

Steel Industrial Experiance Candidates Are Applicable For This Post

1.

Client Relationship Management

Build and maintain strong relationships with clients. Understand clients' financial goals, risk tolerance, and investment preferences. Conduct regular portfolio reviews and update clients on performance.
2.

Financial Planning

Develop comprehensive financial plans based on clients' financial situations. Advise on retirement planning, tax strategies, estate planning, and insurance needs.
3.

Investment Strategy Development

Create customized investment strategies tailored to clients' objectives. Allocate assets across various investment classes (stocks, bonds, mutual funds, etc.). Rebalance portfolios periodically to maintain target allocations.
4.

Market Research and Analysis

Stay updated on market trends, economic indicators, and financial news. Analyze market data, securities, and investment opportunities. Provide clients with market insights and investment ideas.
5.

Compliance and Regulation

Ensure adherence to financial regulations and ethical standards. Maintain proper documentation and records of client interactions and transactions. Stay current with regulatory updates (e.g., SEC, FINRA rules if applicable).
6.

Sales and Business Development

Identify and acquire new clients through networking and referrals. Present financial products and services to prospective clients. Promote the company's investment offerings and value propositions.
7.

Risk Management

Assess and manage risk in clients' portfolios. Educate clients on investment risks and appropriate risk mitigation strategies.
8.

Reporting and Documentation

Prepare regular performance reports for clients. Document all advisory activities, client meetings, and investment decisions.
9.

Continuous Learning

Keep up with financial markets, investment tools, and certifications. Attend industry conferences and training sessions.

Skill :-

Education :- Any Commerce Degree Experiance :- 10 year to 15 year Salary :- Negotiable Contact Person :- HR Sitesh Verma Contact No. :- 7880002320, hram@bsstmx.comn
Job Types: Full-time, Permanent

Pay: ₹60,000.00 - ₹80,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person