Graduate

Skills:

Company Overview

Job Overview

Qualifications And Skills

• The candidate must possess excellent financial advisory skills, as this is a mandatory skill for the role.
• A strong understanding of mutual funds is required to advise clients effectively on investment opportunities.
• Experience in portfolio management will be beneficial in managing client investments for optimal returns.
• Proficiency in wealth management services to offer comprehensive financial planning to our clients.
• Demonstrated ability in customer relationship management (CRM) to maintain and grow client relations.
• Strong communication skills are essential to effectively convey financial concepts and engage with clients.
• An analytical mindset to evaluate financial data and trends, aiding in sound financial decision-making.
• Basic knowledge of financial regulations and compliance to ensure all advisory practices meet industry standards.
  

Roles And Responsibilities

• Engage with clients to understand their financial goals and provide tailored advisory services.
• Assist in the distribution of financial products, including mutual funds and insurance plans.
• Support in managing client investment portfolios to achieve desired financial outcomes.
• Maintain and strengthen client relationships, ensuring high levels of customer satisfaction.
• Stay updated on financial market trends and industry developments to provide informed advice.
• Collaborate with team members to develop strategies for business growth and client acquisition.
• Prepare and present financial reports to clients, offering insights and recommendations.
• Ensure compliance with company policies and the broader regulatory landscape in all financial dealings.