Financial advisor Consultant
Posted on :
09-02-2023
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Job Description
The Job Description:
The Financial Advisor/Investment Consultant will provide investment advice to clients across the country and help the clients act upon the advice using the Advice will be mostly on Mutual fund portfolios, investment choices, goal planning, rebalancing, portfolio review, and financial
The Responsibilities you will hold:
- Understand clients needs and advice based on financial
- Help clients execute plan using the Funds India
- Build and maintain client base, keeping current client plans up to
- Maintain constant engagement with clients to optimize investment
- Preparing goal-oriented financial plans for Conduct portfolio
- Respond to ADHOC investment related queriesfrom Nurture client base to optimize asset ;
CERTIFICATION MANDATORY: NISM 5A
Male & Female candidates can apply
Workdays: Monday to Friday 9AM 6PM
Weekly off: Every Saturday, except 3rd Saturday of every month
Perks by the company:
Employee provident Fund
Medical Insurance for self & spouse
Accidental Insurance
Skills : business / telephone etiquette,conversational hindi,conversational english
Employment Type
Full Time
Key Skills
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