provides personalized financial guidance to clients by understanding their financial goals and recommending suitable financial products and investment strategies. The role involves building long-term client relationships, ensuring regulatory compliance, and helping clients achieve financial security through effective financial planning.
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans covering investments, insurance, retirement, tax planning, and wealth management.
Recommend appropriate financial products and services based on clients’ objectives.
Build and maintain robust relationships with current and existing clients.
Generate leads through networking, referrals, and business development activities.
Ensure all documentation is accurate and compliant with company policies and regulatory requirements.
Stay updated on financial markets, investment trends, and industry regulations.
Achieve individual sales, revenue, and client acquisition targets.
Provide prompt after-sales service and ongoing financial support to clients.
Pay: ₹16,683.05 - ₹35,000.40 per month
Benefits:
Adaptable schedule
Paid sick time
Paid time off
Provident Fund
Work from home