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Job Description
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.
Employment Type
Full Time
