SHETH BROTHERS FINANCE AND INVESTMENTS

About the job: Key responsibilities: 1. Prepare client reports and manage client expectations effectively. 2. Conduct client visits and perform financial analysis. 3. Source new clients and generate qualified leads. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Satara only Salary: ₹ 2,00,000 - 4,50,000 /year Experience: 1 year(s) Deadline: 2025-10-09 23:59:59 Skills required: MS-Excel, English Proficiency (Spoken), Hindi Proficiency (Spoken), Sales, Effective Communication and Financial Reporting Other Requirements: 1. MBA in Marketing/Finance 2. Bachelor's Degree in Commerce 3. Excellent Communication Skills 4. Convincing Power About Company: SHETH BROTHERS FINANCE AND INVESTMENTS was formed in 1992 by Mr. Ravindra G. Sheth with the basic motto of creating wealth and providing financial independence to all our clients. With over 30 years of experience in this field, we have served over 2000 clients and 50+ families. We provide services such as: 1. Retirement planning 2. Mutual Funds 3. Equity 4. Insurance 5. Fixed Income Products 6. Goal-Based Planning