About the Job
You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone comfortable with sales and long-term relationship building.Key responsibilities:
1. Prospect, acquire, and onboard clients
2. Understand client goals and recommend suitable investment products
3. Maintain long-term client relationships
4. Guide clients on mutual funds, insurance, and other investment avenues
5. Ensure compliance with regulatory guidelines
Number of Openings
2 openingsPerks of this Jobs
Free snacks
Skills
MS-Office, Multitasking, Problem Solving, Sales Management, English Proficiency (Spoken), English Proficiency (Written), Effective Communication, Sales Strategy
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