Financial Services Expert
7 hours ago
About Our Organization:
We are pioneering tax optimization solutions for salaried professionals by leveraging AI technology. As we expand our services to include comprehensive financial advisory, we seek a skilled expert to help individuals optimize their taxes while achieving their long-term goals.
Key Responsibilities:
- Mutual Fund Portfolio Analysis and Advisory: Conduct in-depth analysis of customers' mutual fund portfolios and recommend suitable schemes based on their unique financial objectives.
- Customer Engagement and Support: Provide exceptional customer service, addressing queries, and offering tailored financial solutions to meet the diverse needs of our clients.
- Comprehensive Financial Planning: Offer customized advice on holistic financial planning, tax management, and mutual fund investments to help clients make informed decisions.
- Team Development and Training: Train and mentor a team of financial advisors to enhance their knowledge and performance, driving growth and success within our organization.
What We Offer:
- A dynamic, inclusive work environment that fosters collaboration and professional growth.
- Flexible working hours to accommodate diverse lifestyles and preferences.
- Opportunities for career advancement and professional development.
- A competitive salary range of $60,000-$80,000 per annum, commensurate with experience.
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