Financial Services Professional

2 weeks ago


Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full time

We are seeking a highly skilled Financial Services Professional to join our team at BTW Financial Services & IMF PVT LTD. As an Insurance Marketing Firm, we specialize in marketing and distributing insurance products, offering a diverse range of options for individuals and businesses. Our ideal candidate will have excellent financial expertise, strong communication skills, and the ability to build strong relationships with clients.

Key Responsibilities:

Client Relationship Management:

  • Acquire new clients through effective marketing strategies.
  • Build and maintain strong relationships with existing clients.
  • Conduct in-depth consultations to understand clients' financial goals and risk tolerance.

Financial Planning & Analysis:

  • Develop comprehensive financial plans tailored to individual clients' needs.
  • Analyze clients' financial situations, including income, expenses, and existing investments.

Investment Strategy & Portfolio Management:

  • Recommend suitable mutual funds based on clients' risk profiles and investment objectives.
  • Design and manage diversified investment portfolios to optimize returns and minimize risk.
  • Continuously monitor portfolio performance and make adjustments as needed.

Requirements:

  • Strong financial expertise and analytical skills.
  • Excellent communication and relationship-building skills.


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