Financial ABCD
Location: Thaltej, Ahmedabad
About the Company – Financial ABCD
Financial ABCD is a growing financial advisory firm focused on helping individuals and businesses make informed investment decisions. The company specialises in mutual fund distribution and provides customised financial solutions to support long-term wealth creation.
The firm operates through two key models:
- B2C: Offering advisory and investment solutions directly to clients
- B2B: Building and supporting a network of Independent Financial Advisors (IFAs) for mutual fund distribution
With a strong emphasis on financial awareness, ethical practices, and professional growth, Financial ABCD aims to simplify investing and create sustainable career opportunities in the financial services industry.
Roles & Responsibilities
- Client Relationship Management: Maintain strong relationships with existing clients to ensure satisfaction and retention.
- Portfolio Review: Regularly review client portfolios and suggest suitable updates (MF, insurance, and loans).
- Upselling & Cross-selling: Identify opportunities to offer additional financial products based on client needs.
- Client Support: Resolve queries, provide timely assistance, and ensure a smooth service experience.
- Retention Strategy: Engage clients through regular follow-ups and value-added financial insights.
- Performance Monitoring: Track client investments and guide them for better financial outcomes.
Qualifications
- M.Com, MBA (Marketing/Finance) preferred
Skills Required
- Strong communication and interpersonal skills
- Sales and negotiation abilities
- Interest in financial advisory and investment products
- Self-motivated and disciplined
Experience
- Experienced in Banking CASA Selling Products.
- Prior experience in sales, marketing, or finance will be an advantage.
Compensation
- Performance-based incentives may be applicable
Job Type: Full-time
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
