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Fresher 
11,000 - 18,000 Per Month · Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
· Meet the clients regularly and monitor their needs on an on-going basis and adjust their financial plans accordingly.
· Keep abreast with financial services sector and markets and proactively keep the clients updated about any changes affecting their finances
· Work with support staff to establish client records and update their files
· Find potential clients for the firm and sensitize them about the service offerings
Secure Invest Financial Services Pvt. Ltd is a boutique financial Services firm founded in 1997 with a network spanning over 1500 + Satisfied clients and over 150 corers of asset under management through its three business divisions: Mutual Fund Distributions, Insurance Consulting and Loan disbursement.
Fresher 
Valsad 20,000 - 30,000 Per Month 
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