Responsibilities:
Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.
– Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
– Creating financial plans to help clients achieve their long-term and short-term financial goals.
– Contacting clients regularly to discover changes in their financial lives and update their portfolios
– Soliciting new clients through referrals and other business development activities
– Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
– Completing and submitting investment-related documents, including applications and withdrawal forms and tax proofs
– Performing day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendors
– Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.
Job Types: Full-time, Regular / Permanent
Salary: ₹300,000.00 – ₹600,000.00 per year
Schedule:
Supplemental pay types:
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