"Rk financial planning Hub" surat

1 Job openings at "Rk financial planning Hub" surat
Customer Service Specialist surat,gujarat 3 - 7 years INR Not disclosed On-site Full Time

As a candidate for this role, you will be responsible for customizing financial portfolios to secure children's education, plan dignified retirements, and ensure overall financial growth. Your niche will involve Child Future Fund Planning, Dignified Retirement Design, and Powerful Investment Growth Strategies that are tailored to individual life goals. It is important to note that you will not just be selling financial products, but instead, you will be building lifelong financial health for clients. This will be based on trust, clarity, and long-term value. **Key Responsibilities:** - Customize financial portfolios to secure children's education - Plan dignified retirements for clients - Ensure overall financial growth for clients - Tailor Child Future Fund Planning to individual life goals - Design Dignified Retirement plans for clients - Implement Powerful Investment Growth Strategies for clients **Qualifications Required:** - Strong understanding of financial planning and investment strategies - Ability to tailor financial plans to individual client needs - Excellent communication skills to build trust and clarity with clients - Long-term value mindset to ensure clients" financial health Note: The additional details of the company were not included in the provided job description.,