Strategic Financial Consultant
4 days ago
Company Overview
H aardik Nayak Financial Products Distribution Pvt. Ltd. is a leading financial services company dedicated to providing exceptional guidance and support to our clients in achieving their financial goals.
Salary
The estimated annual salary for this position is ₹12,00,000 - ₹20,00,000 based on industry standards and market conditions.
Job Description
We are seeking a skilled Financial Advisor to join our team and provide expert advice on personal or business finance, including investment strategies and risk management.
Responsibilities:
- Analyse client financial status, goals, and investment preferences to develop comprehensive financial plans.
- Advise clients on retirement planning, including estimating income needs and developing a plan to achieve those goals.
- Recommend suitable investments such as mutual funds, portfolio management, and insurance products.
- Educate clients on financial literacy and investment best practices.
- Network and build relationships with potential clients to expand the client base.
- Maintain accurate records of client interactions and financial transactions.
Required Skills and Qualifications:
To be successful in this role, you will need:
- Strong financial knowledge and expertise.
- Confidence and self-motivation to deliver exceptional results.
- Excellent sales skills to build and maintain strong client relationships.
- Strong communication and presentation skills to effectively convey complex financial concepts.
Benefits:
In addition to a competitive salary, we offer a range of benefits to support your career growth and well-being, including professional development opportunities, flexible working arrangements, and a supportive team environment.
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