Financial Services Specialist

4 weeks ago


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

BTW Financial Services & IMF PVT LTD is a leading provider of financial services, offering a wide range of solutions to clients. As a trusted partner, we specialize in insurance marketing and the distribution of various financial products.

The Role

Key Responsibilities:

Client Relationship Management:

  • Develop and maintain strong relationships with clients.
  • Conduct in-depth consultations to understand client needs and goals.

Financial Planning & Analysis:

  • Analyze client financial situations and develop tailored financial plans.
  • Recommend suitable investment options based on client risk profiles and objectives.

Investment Strategy & Portfolio Management:

  • Design and manage diversified investment portfolios to optimize returns and minimize risk.
  • Continuously monitor portfolio performance and make adjustments as needed.

Market Research & Education:

  • Stay informed about current market trends and economic conditions.
  • Educate clients about investment products and the financial markets.

Ideal Profile

Key Skills & Requirements:

  • Financial expertise
  • Communication skills
  • Relationship building
  • Analytical skills

What's on Offer?

  • Opportunities for professional growth and development


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