JOB RESPONSIBILITIES
Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Schedule and conduct regular client meetings to review their financial plans, investment portfolios
Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
Ensure all client interactions and transactions comply with regulatory requirements and company policies.
Required qualifications, capabilities, and skills
Bachelor’s degree is required
Minimum 1 -3 years of experience in BFSI.
Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
Strong verbal and written communication skills
Passion for helping clients achieve their financial goals
Pay: ₹300,000.00 - ₹450,000.00 per year
Benefits:
Work Location: Hybrid remote in Palanpur, Gujarat
