Financial Advisor
1 week ago
Job Title: Financial Advisor at IndiWealth
Location: Mumbai, India
Key Responsibilities:
Provide financial advice to clients and assist them in achieving their financial goals.
Manage client portfolios and provide regular updates on performance. Identify new business opportunities and develop new accounts. Build strong relationships with existing clients and provide exceptional customer service. Stay up-to-date with industry trends, investment products, and regulatory developments. Conduct research and analysis to support investment recommendations. Attend client meetings and present investment strategies and recommendations. Provide timely and accurate reports to the
Senior Advisor. Manage and maintain accurate records of client interactions, investment activity, and leads in the company CRM system. Work closely with the customer service team to resolve client issues and ensure customer satisfaction. Requirements:
IndiWealth.
**Salary**: ₹122,035.67 - ₹524,656.26 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Gurgaon, Haryana: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
- Health insurance
-
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