Investment Advisor and Marketing

1 month ago

Pune Maharashtra, India Archers Wealth Management Full time

**Responsibilities**
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
- Engaging with new and existing clients on a daily basis to better understand their short
- and long-term financial goals
- Monitoring client portfolios to ensure these meet their progress and target requirements
- Providing tax, income, and estate guidance for clients while being able to answer questions
- Regularly attending training sessions to stay up-to-date with regulatory or industry changes
- Assisting with marketing and communications to help grow their customer base
- Proactively resolving or preventing banking or portfolio problems
- Educating clients to ensure they understand how their money is being managed

**Requirements and skills**
- Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Investment Advisor exam should be cleared

Bachelor’s Degree in Finance or related field

**Job Types**: Full-time, Permanent

Pay: ₹500,000.00 - ₹800,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Paid sick time
- Paid time off

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

**Speak with the employer**
+91 9284485922

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