Financial Advisor (West Bengal)

Financial Advisor (West Bengal)

04 Aug
|
Work Benches Technologies
|
West Bengal

04 Aug

Work Benches Technologies

West Bengal

Position Financial Advisor Experience 1-2 years Salary 16 000-30 000 Per month incentives Other perks and benifts Shift Day shift 5 Days Working Days Monday- Friday Week off Saturday-Sunday Fixed off Key Responsibility Acquisition and onboarding of Retail and HNI clients Building and managing long-term client relationships Advising clients on suitable investment solutions Achieving assigned sales targets Regular follow-ups to ensure portfolio growth and client satisfaction Keeping updated with market trends and regulations Products to be Handled Demat Trading Accounts Mutual Funds Structured Products Alternative Investment Funds AIF Portfolio Management Services PMS Debt Products Bonds NCDs etc Insurance Products Requirements 1-2 years of experience in financial services sales Robust knowledge of wealth management products Excellent communication and interpersonal skills Target-driven and client-focused approach Job Types Full-time Permanent Pay 16 000 00 - 30 000 00 per month Benefits Health insurance Provident Fund Experience as a financial advisor 1 year Required Work Location In person

📌 Financial Advisor (West Bengal)
🏢 Work Benches Technologies
📍 West Bengal

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