Job Summary:
We are looking for a knowledgeable and customer-focused Investment Advisor to help clients understand investment opportunities and choose suitable financial products based on their financial goals, risk profile, and investment requirements.
Key Responsibilities
- Understand clients’ financial goals and investment objectives.
- Explain investment products such as mutual funds, stocks, bonds, insurance, and other financial products.
- Assess clients’ risk tolerance and investment preferences.
- Provide suitable investment recommendations based on client requirements.
- Generate leads and acquire new clients through calls, meetings, and referrals.
- Maintain strong relationships with existing clients.
- Follow up with clients regarding investments and portfolio requirements.
- Explain market trends and investment risks in a clear and professional manner.
- Maintain accurate client and investment records.
- Achieve monthly and annual business/sales targets.
- Follow all applicable company policies and regulatory requirements.
Required Skills
- Good communication and interpersonal skills.
- Sales and relationship-management skills.
- Ability to explain financial concepts simply.
- Good analytical and problem-solving skills.
Work Location: In person
