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Financial Advisor

3 weeks ago

Malad Mumbai Maharashtra, India Sensys Technologies Pvt. Ltd Full time

**Key Responsibilities**:

- **Client Relationship Management**:

- Develop and maintain strong relationships with clients.
- Understand clients’ financial needs, goals, and risk tolerance.
- Provide personalized wealth management advice based on client objectives.
- **Financial Planning & Advisory**:

- Assist clients in creating comprehensive financial plans.
- Advise on investments, retirement planning, tax optimization, estate planning, and other financial services.
- Keep clients informed about market trends, investment opportunities, and risk management strategies.
- **Market Research**:

- Conduct research on financial markets, investment products, and economic trends.
- Stay updated on the latest developments in financial products and services to offer informed advice.
- **Sales & Target Achievement**:

- Support senior wealth managers in sales efforts.
- Identify new client acquisition opportunities and build a pipeline.
- Work towards meeting sales targets and business development goals.
- **Compliance & Documentation**:

- Ensure compliance with industry regulations, company policies, and client requirements.
- Assist in preparing financial documentation and client portfolios.

Pay: ₹12,000.00 - ₹15,000.00 per month

**Experience**:

- wealth manger: 1 year (required)

Work Location: In person

**Speak with the employer**
+91 86574 58810