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Financial Advisor

8 - 13 years

15 - 25 Lacs

Posted:11 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asset classes Track record of providing sound investment advice Exceptional communication and interpersonal skills Strong analytical capabilities Embrace digital tools and strategies

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Avant Garde
Avant Garde

Advertising Services

Melbourne Victoria

11-50 Employees

112 Jobs

    Key People

  • Jane Doe

    CEO
  • John Smith

    Creative Director

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