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SYKES & RAY EQUITIES (I) LTD
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Financial Advisor

Financial Advisor

SYKES & RAY EQUITIES (I) LTD

0 - 3 years

|

2 - 4 Lacs

Posted:1 week ago| Platform:

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Skills Required

compliance insurance sre investment advisory cfp retail banking economics personal finance financial products design financial planning wealth management mutual funds taxation planner finance tax planning communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Responsibilities

Meet and build long-term relationships with HNI clients to understand their goals and financial priorities
Develop customized financial plans covering investments, insurance, taxation, and retirement strategies
Review and refine client portfolios to align with changing goals or market conditions
Present financial concepts clearly, helping clients make confident and informed decisions
Stay updated with market trends, financial products, and compliance regulations
Collaborate with the internal team to ensure an exceptional client experience

Requirements

2. NISM/AMFI certification.
3. Familiarity with tools like XPlan, eMoney, or similar.

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SYKES & RAY EQUITIES (I) LTD

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