Develop and manage financial plans for clients.
Provide advice on investments, tax laws, and insurance.
Review and adjust client portfolios.
Build and maintain client relationships.
Ensure compliance with financial regulations.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
Health insurance
Provident Fund
Education:
Bachelor's (Preferred)
Experience:
total work insurance: 1 year (Required)
Sales: 2 years (Required)
Management: 1 year (Preferred)
Language:
English (Preferred)
Location:
Trichy, Tamil Nadu (Preferred)
Willingness to travel:
50% (Preferred)
Work Location: In person
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