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Financial Advisor

Financial Advisor

Sampadha

1 - 6 years

3 - 6 Lacs

Hyderabad

Posted:2 months ago| Platform:

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Skills Required

Customer Calling Mutual Funds NISM Sales Financial Planning Tax Planning Customer Service Portfolio Management Broking Investment Planning Cross Selling Equity Advisory Demat Insurance PMS Equity Sales Investment Advisory Shares Client Relationship Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred

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Financial Advisor