Strategic Financial Advisor

4 days ago


Mumbai, Maharashtra, India Pranam Recruiters Full time

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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