Role & responsibilities
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 skilled 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 qualified 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.