- Build and maintain long-term relationships with clients.
- Understand clients' financial goals and recommend suitable financial solutions.
- Educate clients on investment, wealth creation, protection, and retirement planning strategies.
- Generate recent business through personal networking, referrals, and professional contacts.
- Conduct virtual and face-to-face client meetings as required.
- Analyze clients' financial profiles and provide customized financial recommendations.
- Ensure excellent customer service and client retention.
- Stay updated with market trends, financial products, and industry developments.
- Achieve business and revenue targets assigned by the organization.
- Work independently while managing flexible schedules alongside existing qualified commitments.
- Maintain compliance with company policies and regulatory guidelines.
Preferred candidate profile
- Any Graduate (Male/Female).
- Minimum 10+ years of professional experience in any industry.
- Currently employed professionals, business owners, entrepreneurs, retired executives, senior managers, consultants, or experienced sales professionals are preferred.
- Resident of Visakhapatnam.
- Strong communication and interpersonal skills.
- Ability to build trust and maintain professional relationships.
- Self-motivated with a goal-oriented approach.
- Comfortable working remotely and managing clients independently.
- Willingness to learn financial concepts and advisory processes.
- Good networking and business development capabilities.