Financial Sales Advisor(Fresher)

Job Description –  Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.  Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.  Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.  Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.  Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.  Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.  Collaborating with internal teams, to offer comprehensive financial solutions to clients.  Helping the company meet its financial objectives through personalised financial planning.  Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Job Types: Full-time, Permanent, Internship

Pay: Up to ₹20,000.00 per month

Schedule:

• Day shift

Work Location: In person