Job Description :
Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc.) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time).
Responsibilities:
· Provide financial planning support to clients
· Support investment professionals to cultivate client relationships
· Prepare financial plans and check their accuracy
· Deliver personalized investment solutions to help clients achieve their financial goals
· Strong understanding of the investment business
· Good interpersonal skills
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