provides personalized financial guidance to clients by understanding their financial goals and recommending suitable financial products and investment strategies. The role involves building long-term client relationships, ensuring regulatory compliance, and helping clients achieve financial security through effective financial planning.
- Meet with clients to assess their financial needs, goals, and risk tolerance.
- Develop customized financial plans covering investments, insurance, retirement, tax planning, and wealth management.
- Recommend appropriate financial products and services based on clients’ objectives.
- Build and maintain strong relationships with new and existing clients.
- Generate leads through networking, referrals, and business development activities.
- Ensure all documentation is accurate and compliant with company policies and regulatory requirements.
- Stay updated on financial markets, investment trends, and industry regulations.
- Achieve individual sales, revenue, and client acquisition targets.
- Provide prompt after-sales service and ongoing financial support to clients.
Pay: ₹16,683.05 - ₹35,000.40 per month
Benefits:
- Flexible schedule
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
Work Location: Hybrid remote in Kankurgachi, Kolkata, West Bengal
