Strategic Financial Advisor
4 days ago
Job Description:
We are seeking a highly skilled Strategic Financial Advisor to join our team at Pranam Recruiters. As a key member of our organization, you will play a pivotal role in understanding our clients' business objectives and challenges to deliver strategic recommendations.
Key Responsibilities:
- Building strong client relationships to understand their financial goals, risk tolerance, and investment preferences.
- Providing personalized advice and recommendations based on their needs and market conditions.
- Developing and executing recruitment strategies to attract and engage top channel partners.
- Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products.
- Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives.
- Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base.
- Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation.
- Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies.
- Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets.
- Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise.
Requirements:
- Bachelor's degree in Marketing or Finance, with an MBA being a plus.
- Minimum 2 years of relevant experience in sales and business development, with a strong background in financial services.
Work Environment:
- 6 days a week, with a morning shift from 10:00 am to 7:00 pm.
Salary and Benefits:
- CTC range will be determined based on performance in the interview.
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