Investment Advisory Consultant

2 - 6 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Advisory Consultant at NoBroker.com, your role will involve providing expert advice to clients on financial planning and investments while developing customized investment strategies. Your primary responsibility will be to offer exceptional customer service by addressing client needs and responding to investment-related inquiries. You will closely engage with clients to comprehend their financial objectives and deliver suitable solutions. Key Responsibilities: - Provide financial planning guidance to clients - Develop tailored investment strategies - Deliver top-notch customer service by meeting client requirements - Respond to investment-related queries effectively - Interact closely with clients to understand their financial goals Qualifications: - Proficiency in Financial Planning and Finance - Experience in Investments and Investment Strategies - Strong Customer Service skills - Excellent communication and interpersonal abilities - Bachelor's degree in Finance, Business, or a related field - Relevant certifications such as CFA or CFP would be advantageous - Capability to work both independently and collaboratively in a team No additional details of the company were mentioned in the job description.,

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