Financial Advisor

5 days ago

Mohali Punjab, India Ananta Mentors Pvt. Ltd. Full time

Job description: Financial Advisor/Financial Associate in Wealth Growth Strategies Division of Assetian

Location: Mohali (Onsite)

**Job Types**: Full-time, Permanent

Company Overview:
At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions (Mutual Funds, PMS, Equity Markets, Insurance, etc that offer both diversity and growth potential.

Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.

Postion Summary:
Key Responsibilities:
Client Consultation & Relationship Management
- Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.
- Build and maintain strong, long-term relationships with clients through regular follow-ups and portfolio reviews.
- Educate clients on financial concepts, market trends, and available investment options.

Financial Planning & Advisory
- Develop customized financial plans covering investments and financial advisory.
- Recommend suitable financial products such as mutual funds, insurance, stocks, bonds, and alternative investments based on client profiles.
- Conduct periodic portfolio reviews to adjust financial strategies in line with market conditions and life changes.

Market & Investment Research
- Stay updated on market trends, investment opportunities, and regulatory changes.
- Analyze financial data and economic indicators to provide informed investment recommendations.
- Maintain accurate records of client interactions and transactions.

Business Development & Networking
- Identify and pursue new business opportunities through referrals, networking, and strategic partnerships.
- Conduct or attend financial literacy workshops and seminars to attract potential clients.

Qualifications:

- Education: Bachelor's or Masters degree in finance, Economics, Business, or related field Experience: 2+ years of experience in Financial Advisory or investment consulting.

**Skills**:

- Strong analytical and problem-solving abilities.
- Balancing the Business Development initiatives with ongoing client assignments.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning tools.
- Ability to explain complex financial concepts in a simple manner.
- Sales and negotiation skills for client acquisition and retention.
- Networking skills.
- Independently delivering on the assignments.

**Benefits**:

- Cell phone reimbursement
- Schedule: Day shift
- Supplemental Pay:
Pay: Up to ₹50,000.00 per month

Schedule:

- Day shift

Work Location: In person

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